Manage Permissions

Managing permissions in Workbase ensures employees have the appropriate access based on their roles. All permissions are pre-defined and can be individually assigned to roles, helping you safeguard important features and data.

Accessing Permissions

1. Navigate to Settings
   Click the Settings icon on the navigation bar and go to the Departments & Roles tab.

2. Select a Role
   Choose the role for which you want to modify permissions. You can manage permissions for one or multiple roles simultaneously by selecting more than one role.

3. Edit Permissions

   • Click the "Manage Permissions" button next to the selected role(s).

   • You will see a list of pre-defined permissions that control what employees in that role can do within the system.

   • Check or uncheck the boxes next to the permissions to add or remove them for the selected roles.

4. Permission Inheritance
   If an employee is assigned multiple roles, they will have the combined permissions from all assigned roles. For example, if one role allows editing employees and the others don’t, the employee will still have permission to edit employees.

5. Save Changes
   After updating the permissions, click "Save" to apply the changes. The new permissions take effect immediately.