Adding new roles for users (employees) and employee groups

Last published : Apr 17, 2026
You can manage application level users (employees), employee groups, and their roles by accessing the Application tab. These customized roles can then be assigned to the department users and employee groups. If none of the predefined roles provides the exact set of permissions you want to assign to users, you can create your own roles.
By default, you can view the content of the Roles tab. The Roles tab content is further classified in three sections - Action bar, Roles, and Permissions. The Roles section displays a list of all available roles. After selecting any role, the Permissions section displays a list of permissions associated with the selected role.
Note: You must have theManage Rolesand theGrant Users Accesspermissions to create roles. By default, users or groups that have theApp User Adminrole have this permission.
To add a new user role
  1. In the left navigation pane, click Application.
  2. In the Rolestab, clickAdd Role.
The Add Role dialog box appears.
  1. In the NameandDescription fields, type a unique name and an optional description for the role respectively.
    Note: The role name can contain up to 50 characters. The description can contain up to 250 characters.
  2. In the Scope field, do any of the following:
    • To allow the department-level permissions, select the Department option.
    • To allow the application-level permissions, select the Application option.
  3. Under the Permission section, choose the required associated permissions.
  4. Click Save.