Type: Article

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.

Step 1.

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.

Step 2.

Click on '+ New role' to create your own role.

A pop-up window will open.

Step 3.

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.

Step 4.

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.

Step 5.

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.