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Creating a Custom Role

Last updated on Sep 26, 2024
  • Click on "Permissions" under Workspace settings. Click "Create Custom Role" to create new roles.
    Note: This feature is restricted to Performance Reviews tool.

  • Enter a new role name in the "Role Name" box.

  • Add members who will have access to the selected employees.

  • Select employees for whom members have access to perform actions. Use filters such as Department, Location, and Managers to make your selection.

  • You can also add employees individually.

  • Lastly, click "Add Custom Role" to add the new roles to the tool.