How do I Add A Custom Role

Access in Tempora is provided by permissions, multiple permissions are grouped into roles that can be assigned to staff members. Roles will often focus on providing access to a group of features in Tempora such as holiday, Time entry, or reports. This guide will show you how to create a custom role and assign it to staff members.

If you are unable to complete any of the steps in this guide please use the Submit a request button at the top right of this page to contact our team for help.

Index
How Do I Add A Custom Role
Page Glossary (A list of all fields with descriptions)

1. Click Admin > User Accounts > Roles > Add New
   
   
   
   
   
2. Add a Name for your role, we recommend giving it the prefix "_Custom" and a description. This means the role will appear at the top of your role list and make it easily identifiable.
   If you wish to copy the permissions for an existing role please select that role in the Clone dropdown box.
   Click Save to create the role. 
   
   
   
   
   
3. The role you created will now be shown on the left-hand side menu. Click the role name and select Permissions
    
   
   
   
4. Select the Category in the drop-down box you would like to assign permissions for. This example will use reporting. 
   
   
   
   
   
5. On this page, you can select the permissions you would like to add to this role. This is done by adding a tick to the checkbox.
   In this example, we will be adding the permission for the report "Total Time By Client By Month". Permissions are displayed in a hierarchy, please add a tick to each checkbox linked to the permission as seen in the image below. 
   
    
   
   
   
6. Click Save: 
   Please note that you must click save before changing the Category or the selected permissions will become unticked.
   
   
   
   
   
7. Now the role has been created and permissions added it can be assigned to staff members. You can do so by clicking "Staff Members" on the left-hand menu and choosing the company you wish to select staff from. 
   
   
8. Add a tick to any Staff you wish to assign this role to and click Save.  
   
   
   

Page Glossary

Add New Role Page

Name
This field sets the name of the role you are creating

Clone
This drop-down selection shows all the roles that you have access to, you can select an existing role to clone the permissions from. This is especially useful when you have a role that you wish to duplicate with a few minor changes.

Description
This field allows you to provide a description of this role, this will often include the reason for its creation. 

Edit Role Page

Name
This field sets the name of the role you are editing.

Description
This field allows you to provide a description of this role, this will often include the reason for its creation. 

Role Permissions Page

Category
This field lets you select the category of permissions you would like to view. If you have made permission changes for a category please click save before selecting a new category. 

Tree
The permissions are stored in a tree format allowing you to expand and contract sections, please click the plus or minus box to do so.  

Checkboxes 
A checkbox with a tick is a permission available to this role. If a checkbox at a low level of the tree is selected you will need to also tick the container levels above it, these are indicated with the contract and expand boxes. 

Role Staff Members Page

You may also be interested in the following guides

How Do I Update Staff Roles
Permissions & Roles In Tempora