Role and Permissions is where administrators manage roles, grant or remove permissions, assign users to roles, configure resource access, and organize departments.
How can I view, add or remove role-based access to a department?
From the Roles and Permissions screen, click the Departments tab.
Use the filters and search to locate a department name.
Click Manage Roles to open the Roles for Department modal.
Add or remove user-created roles for that department.
Note: System roles may be visible in this view, however they cannot be removed.
Must users have a department?
It is best practice that a user has a department defined. When enabled, managers can view all employee records within their department. Department membership is determined by the employee's department field on their Employee Detail page. When enabled, manager can view the files of employees who list them as their named manager on the Employee Details page.
An Administrator may configure the Employee Access tab within Settings > Roles and Permissions.
Frequently Asked Questions
Find answers to common questions about the application.
What should I do if I have a problem with ERM?
If you are unable to log in to ERM or if you encounter a problem with one of the modules in ERM, please submit a ticket in our Support Portal.