How to manage employee roles and permissions
Roles and permissions
How to view roles
1. In the left-hand navigation, click on the People management tab then click Settings.
2. Select Roles & permissions.
3. There are 2 tabs in Roles and Permissions: Default roles and Custom roles. Default roles are predefined by Rise. Default roles include main roles (Member, Admin, Owner and Manager) and add-on roles. All roles except the Owner role can be customized.
- Member: Default starting role for employees.
- Admin: Same permissions as owners, but can't give full access to others.
- Owner: Full access across Rise. Can’t be modified.
- Manager: Automatically assigned to anyone with direct reports. In addition to having permissions relating to themselves and other employees, managers also have permissions related to their direct reports
The rest of this article shows you how to customize default roles. If you don’t want to edit default roles or if you’d like to have additional roles, you can create custom roles. Check out our article on how to create custom roles.
How to customize main roles
1. Within Roles & permissions, click on the Default roles tab to see all main roles.
2. Click the name of the role you’d like to customize. The permissions included in the role will be listed. Click the icons next to each permission to customize them.
a. View only permissions allows a role to view information but not make any changes.
b. Edit with approval permissions allow a role to make changes to information. These changes are then sent to reviewers for approval or rejection.
c. Edit permissions allow the role to edit information without approval.
d. No access permissions hide information from the role.
e. Checkboxes give the role access to actions they can take.
3. All roles have permissions related to both themselves and other employees. Managers have the addition of permissions related to their direct reports.
4. To reset the permissions for any role back to default settings, click Reset to Defaults.
5. To save permission settings, click Save.
How to customize an add-on role
1. Within Roles & permissions, click on the Default roles tab, then scroll down to see add-on roles.
2. Click the name of the add-on role you’d like to customize. The permissions that can be included in the role will be listed. Check or uncheck the boxes next to each permission to add or remove them from the add-on role.
3. When you’re done, click Save. Once you save your changes, all users that have been assigned this role will have their permissions changed accordingly.
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