How do I Assign Role Based Access to my Employees?

July 1, 2013 09:55pm by Apptivo FAQ

Posted In: Employees

Answered on November 4, 2016 01:52am by Kamalapriyadharshini


Security roles are very essential part in all the platforms to prevent confidential details. Only the super user can access all application modules. It is very easy to manage all employees’ roles.

Steps to Proceed with Access Privileges

  1. Please click here to know how to create an employee 
  2. Log in and access "Employees Appfrom your universal navigation mneu bar.image result for employees
  3. In Employees app dashboard, you can select the employee to give the app access. For that you will pick "More Details" for the respective employee to view the employee information. For instance: Stella Desailly.image result for employees
  4. In the overview page, scroll down to see “Access Privileges” at the bottom and click "Add" button to see all roles.add-roles
  5. Click on "+" icon to add roles and click "Save" button to update the changes. You can view the roles based on the apps also. For instance: Here we had selected App builder Manager and Employee.image result for employees
  6. Click on "Remove" icon  to remove the roles assigned before. Click here to know more about Security Roles.roles-added

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