Creating custom roles

  1. home
  2. Administrator
  3. Users
  4. Creating custom roles

In Easy1, the following standard roles are set up:

Employee

- Submit expense claims
- Enter mileage allowances (🌟From Kickstart onwards)
- Request purchases

Contract Manager
- Manages contracts
- Create payment plans on contracts (🌟From Premium onwards)
- Digitally sign contracts (🌟From Premium onwards)

Financial Officer

- Process invoices
- View payment plans (🌟From Premium onwards)
- Manage credit cards ( Add on)

Budget Holder

- Review (approve or reject) requests/documents

Application Manager

- Manage users
- Application settings
- Manage procuration flows
- Usage statistics

Would you like to make certain functionalities invisible or disable them for users? Here's how:

  1. Go to the Administrator module
  2. Click on 'Roles' in the menu bar on the left
  3. You can only view the standard roles. You can modify the custom roles.
  4. Click on 'Add Role' at the top
  5. Give the role a name, abbreviation, and color (which will be displayed in the user overview)
  6. Check the roles that fall within this function
  7. Click 'Save' in the bottom right corner

You can now assign the role to users!