Employee Role

Employee Role [HQ]

Employee Role  

The Employee Role feature in GoFrugal HQ is used to create and manage HQ-level roles for employees. While creating an employee, you can assign the required HQ roles to define and control the employee’s access permissions within the system.

To configure Employee Role:

  1. Navigate to Admin > Employee Details > Employee Role.

  1. Click Create Employee Role to start creating a new HQ-level employee role.

  1. Select HQ from the list.

  2. Enter the Role Name.

  3. Choose the Parent Role from the list.

  4. Choose All Outlets or any specific outlets you want to select.

  5. Keep the Enable Reports Exports as Yes / No based on your choice.

  6. Enter the description of the employee role.

  7. Select Mask & View from the Report – Personally Identifiable Information list. 

  8. Click the Save button.

After you click Save, the following message will appear:

  1. Click the role name.

  1. Select the menus you want to allocate to the role.

  1. Click the Submit button. Remember, it is mandatory to type the configuration remarks.

  1. Click the Ok button apply the action to all the sub menus.

Note: Whenever you activate a menu, the system will prompt you for confirmation to activate the associated sub-menus.

  1. Select the Settings (⚙️) icon for any sub-menu. The Screen Operation panel will appear on the right.

  1. When you inactivate any operation, you will be prompted to enter confirmation remarks. After entering the remarks, click Submit to proceed.

  1. Click Send to Outlet to push the role configuration to the outlet.

 

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