The refreshed Roles page gives you a faster, cleaner way to view, find and add roles. It works the same way as the page you're used to, with the same search, permissions and settings, just with a more modern look.
Note: Features and functionality available to each user may vary depending on your organisation's settings and permissions.
In this article
Accessing the Roles page
- Log in to Easy Employer.
- From the main menu, go to Organisation > Roles.
- The Roles page opens and lists all roles in your organisation.
Navigating the Roles page
The Roles page is made up of the following areas:
- Search bar – Find a role by name.
- Roles list – Shows each role with its name, description and number of assigned users.
- Usage view icon - Displays the current usage of the role.
- + Create button – Create a new role.
- Pagination – Move between pages of results at the bottom of the list.
Adding a role
- On the Roles page, click + Create button.
- Enter the Role name.
- Check enable Placeholder hours to the role.
- Click Create.
The new role now appears in the roles list and can be assigned to users.
Viewing and editing a role
- Use the Search bar to find the role.
- Click the role in the list to open it and be redirected to the Roles Details Page.
- Update the details or permissions.
Note: Changes to a role's permissions apply to every user assigned to that role.
Want to try it now?
Send us a support ticket and we will be happy to enable the refreshed Roles page for you!