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Configure Employee Roles

This tutorial shows how to configure employee roles and permissions in the Worktraq App.

Video Tutorial

1. Open Main Menu

Click the hambuger-menu.png main navigation menu to access system options.

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2. Go to Admin Settings

Select "Admin Setting" to enter the configuration area.

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3. Open User Roles

Click "User Roles" to manage employee roles.

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4. Select Employee

Choose the employee you want to configure.

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5. Assign Roles

Select one or more roles from the right panel to assign to the employee.

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6. Manage Roles

If a required role is not available, click "Roles" in the left sidebar.

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7. Create New Role

Click the plus-icon.png plus icon to add a new role.

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8. Rename Role

Select the new role and update its name for easy identification.

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9. Select Modules

Choose the modules you want to control access for.

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10. Set Permissions

Configure permissions for the selected role in the table on the right.

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11. Return to User Roles

Go back to the "User Roles" section.

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12. Re-select Employee

Choose the employee again.

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13. Assign New Role

Apply the newly created role to the employee.

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You have successfully configured employee roles in Worktraq. Ensure permissions are correctly set to match your operational needs.