User Role Creation or Modification

By default, the first user that create the account will be the super admin and will have full access to PeopleX web. This Super Administrator has the privilege to create or modify user role and change user access as needed.

Navigate to User Management > User Role to view the full list of available roles. There's a few default role created where you can modify based on your requirement.

If you need the listing in excel report, click Export. 

Select a role and click on view icon to view the details or edit icon to modify the permission.

You may also deactivate or delete the role if necessary.

User Role Modification

Select a role and click on edit icon to modify the permission by : 

1. Web Permission

This is where you can restrict the permission or access for PeopleX Web Portal by a role.

For example, you might grant normal staff access to Dashboard and Employee Self Service only while HR admin will have more access.

Tick the area where you allow access, select whether view, create, delete, edit , export or all access are allowed.

The sequence will decides how it will looks like from the specific user role's view.

2. Mobile Permission

This is where you can restrict the permission or access for PeopleX mobile app by a role.

For example, if you are not using the shift feature, you might untick and hide the feature from user's mobile app view. You can drag and drop to adjust the view.

User Role Creation

Click Add Role, input the Role Name, Description and Remarks accordingly.

At Web Permission, tick the area where you allow access, select whether view, create, delete, edit , export or all access are allowed. The sequence will decides how it will looks like from the specific user role's view.

At Mobile Permission, tick the feature that you want to allow access from user's mobile app view. You can drag and drop to adjust the view.

Learn more about User Management.