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What are the various types of user roles available?
What are the various types of user roles available?

Learn about how to assign the appropriate roles to your team

Sameer B. avatar
Written by Sameer B.
Updated over a week ago

RemotePass provides four default role types (Admin, HR, Accountant, Manager) and also allows for the creation of custom roles with detailed permission settings.

💡 It's important to note that Roles and Approvals are managed independently. Roles determine the level of access permissions for users. To learn more about approval, click here.

Default roles

Users assigned to a default role will have access permissions specific to that role only.

Overview of Default Role Access Permissions

Admin:

  • Has full access to the account.

HR:

✅ Can

  • view & edit & create contracts

  • view & download reports

  • view & ±adjust payments

  • view invoices and transactions.

❌ Cannot

  • view or edit company settings (Company info, Users & Roles, Approvals, Custom Fields, Integrations)

  • make payments

Accountant:

✅ Can

  • view contracts, reporting, invoices

  • view & make payments

  • view & revert transactions

❌ Cannot

  • view or edit company settings (Company info, Users & Roles, Approvals, Custom Fields, Integrations)

  • create & edit contract

  • ±adjust payments

Manager:

✅ Can

  • only view contracts, payments, reports, and transactions of contracts they're assigned to as approvers.

❌ Cannot

  • view or edit company settings (Company info, Users & Roles, Approvals, Custom Fields, Integrations)

  • create & edit contract

  • ±adjust & make payments

Detailed Description of Default Role Access Permissions

Custom roles

If the predefined default roles do not meet your requirements, you have the flexibility to create custom roles tailored to specific access permissions. Below are details on how to get started and an overview of the available access permissions:

How to create a custom role?

  1. Go to Company Settings and select the Users & Roles tab.

  2. Click on Add New.

  3. Enter the role Name and Description

  4. Select if this role should access all contracts in the account or just those assigned to it.

  5. Choose the permissions you want to grant to this role.

  6. Click Save.

Detailed Description of Access Permissions

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