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1. Open Permissions Tab
Navigate to the permissions section from the admin settings to access the custom roles section
2. Access Custom Roles Section
Click Custom Roles to create a new custom role. You can also view and manage existing custom roles from this section
3. Create a New Custom Role
Click Create Custom Role to begin setting up a new role
4. Enter Role Name
In Step 1, enter the name of your custom role in the Role Name field
5. Add Members
In Step 2, add the members who should have this custom role so they can access the permissions assigned to it
6. Select Module Permissions
In Step 3, under Permissions, select the modules for which the added members should have access
7. Select Modules for Permissions
Under Permissions, you will find multiple modules such as Goals, Reviews, Surveys, Reports, and Employee Management. Select the modules for which you want to give permissions for added member
8. Grant All Permissions
Tick the checkbox that says Grant All Permissions. If you enable this, the member will have access to all employees goals, similar to an admin. With this permission, the custom role member can edit, delete, and check in on all goals
9. Add Groups (To Limit Access)
Use Add Group only when you want to restrict access instead of granting full permissions. This option allows you to specify the exact departments or employees the custom role member should have access to
10. Manage Department Goals
This option allows you to give access only to department-level goals. The custom role member will be able to manage only the department goals for the departments you select. They can view, edit, delete, and check in on goals, but only within those selected departments
11. Manage Employee Goals
In Manage Employee Goals option. Apply filters to select employees whose goals the custom role member can manage
12. Filter Employees
You can filter employees by department, location, or manager to decide whose goals the custom role member should have access to:
By Department: Select the departments whose employees goals the custom role member should manage. They will have access to individual goals, company goals, and department goals of the employees in those selected departments
By Location: Choose a specific location to give access only to employees working at that location
By Manager: When you select a Manager, the custom role member will have access to all goals of that manager’s direct reports. They will be able to edit, delete, and check in on all goals in this step
13. Pick Specific Employees
This option allows you to select individual employees whose goals the custom role member can manage. Use the search function to find and assign specific employees, giving precise access without applying any filters by department, location, or manager
14. Save Role Configuration
Click Save to apply all changes made to the custom role
15. Edit Existing Group
Click Edit Group to modify an existing permission group within the module
16. Grant All Permissions In Reviews
Tick Grant All Permissions in Reviews. This gives the custom role member access to all employees reviews, allowing them to manage reviews similar to an admin. You can also use Add Groups if you want to restrict access instead of granting full permissions. This option lets you specify the exact departments or employees the custom role member should have access to. Grant All Permissions works the same way across all modules, including Surveys, Reviews, Reports, Employee Management, Goals, and Reviews.
Note: The Add Group option is available in all modules except Surveys and Manage Department under Employee Management
17. Administer Review Cycle
In the Reviews module, there is another permission called Administer Review Cycle. This allows admins to manage review cycles (launch phases, add reviewees/reviewers, create cycles), but does not grant access to view reviewee responses, ensuring privacy is maintained
18. Add Group
You can also use Add Group option if you want to restrict access. This allows you to give the custom role member access reviews only to specific departments, selected employees, or employees reporting to certain managers
19. Enable Impersonate Employees Permission
You can also give a custom role member the ability to impersonate employees for administrative purposes. Enable this by selecting the checkbox next to Impersonate Employees option. Additionally, you can use Add Groups if you want to restrict access
20. Manage Employees Permission
If you want a custom role member to manage employee records, such as adding employees manually, using CSV, exporting CSV, or editing employee records, you need to enable this permission by ticking the Manage Employees checkbox. You can also use Add Groups to restrict access
21. Manage Department
In this step, if you want a custom role member to create and manage departments, enable this by ticking the Manage Departments checkbox. With this permission, the custom role member can create departments, view the number of employees in each department, edit department details, and archive departments as needed
Note: The Add Group option is not available in Manage Departments
22. Click Add Custom Role
After assigning all the necessary permissions, click Add Custom Role to create the custom role
23. View Created Custom Role
The newly created custom role will appear in the Custom Roles section, where you can view or manage it
24. Update a Custom Role
Once a role is created, you can edit or delete it by clicking the three dots next to the role name
25. Choose an Action
Select the option you prefer
