Insight CRM HR Addon’s Role Management feature gives you complete control over employee roles and permissions. You can easily create new roles, edit existing ones, or remove outdated roles in just a few clicks. This flexibility ensures the right people have the right access, reducing errors and improving accountability. By saving time and simplifying employee management, businesses can operate more efficiently, strengthen teamwork, and achieve steady growth with confidence.

 

How to Add a New Role

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click the Role from the left menu, and a new window will appear.

• Click the Add New button, and an entry form will appear.

• Fill in the following details:

• Role Name: Type the desired role name in the role name field.

• Once all the fields are completed, click the Submit button to save the information.

 

 

 

 

How to Edit Role

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click the Role from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with Permissions, Edit, and Delete.

• If you click the Edit button, an entry form will appear.

• Fill in the following details:

• Role Name: Type the desired role name in the role name field.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Permission button, a new window will appear

• Click the Check Box to provide the permission level.

• If you click the Delete button, a confirmation window will pop up.

• If you click the Confirm button, the respective role will be automatically deleted; otherwise, Cancel.