Duration: 3 minutes
What: Explanation about how you create and manage a role
For who: Admin
Do you want to determine what rights/permissions an employee has within your TimeChimp environment? Then create a role yourself and set-up what an employee can see and do.
This functionality is available with a Professional account.
How do you create a role?
Go to the Manage tab and click the Roles tab.
Here you can see the current roles that are active in your TimeChimp account. The ones with a lock icon are the standard roles that TimeChimp offers. You cannot edit or delete those.
Click on '+ New role' to create your own role.
A pop-up window will open.
In the General tab you enter the name you want to give the role.
Every other tab represents a TimeChimp module: TimeSheets, Projects, Teams, Finance, Manage and Settings.
Determine per module which rights an employee with this role will receive.
View: select view if the employee is only allowed to see the information.
Edit: choose edit if the employee is allowed to view, adjust and use the information and / or functionality.
Click Save when you are done with the settings.
You will now see the new role in the Manage > Roles tab.
Do you want to learn how to assign a role to an employee?
Then go to this article.