Role Creation allows you to assign specific rights and permissions to employees based on their roles. It’s an efficient way to keep operations organized and ensure everything stays in check.
To create roles, click on "HR" From the Octopos BackOffice.
Followed by "Roles" button.
Once in the Roles section, Click on "Create" to create a new Role.
Fill in the Required Fields using the information given below in the Fields table. Once all the Required information is added Click on Save to add the Role.
Role Fields:
Name*: Write the name of the role.
Display Name*: Write the display name, meaning the name that will be shown when selecting/using the role.
Description: Write the Necessary Descriptions regarding the role, such as scope of field, work responsibilities and any other description you want.
Select Permissions*: Select which permissions are to be given to the assigned role, they are from the Web app, Mobile App and the POS App permissions. To know more about the Permissions click on the link below https://octopos.helpkit.so/human-resource/sKDKZpaW6dWGrJvBsgNGSQ/permissions-table/8qXGG8hRAWguJrTwyKZrbH
*= Required