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Description of Roles
Description of Roles

Amploo offers customizable roles: Admin, Manager, Employee, Candidate, Guest, each with unique permissions for efficient team management.

Updated over 3 months ago

With Amploo, you get a full spectrum of both default functions and custom settings that allow you to change your working area the way you like.

A role is a certain grouping of permissions for a user, which are usually adjusted and configured by the Admin, and you can use our pre-set roles, or create and adjust them up to your company's needs.

What pre-set roles do we offer?

At Amploo, we offer the following pre-set user roles:

Admin

This is a default role that allows you to do absolutely everything in your account. It cannot be deleted or edited. It is not shown in the Roles tab list, but you can assign this role to selected employees.

With the role of Admin, users can:

  • Perform all actions within the account without restrictions;

  • Access to all company's sections;

  • Manage users and employees, including adding, removing, and editing their profiles;

  • Access and manage payment settings, including viewing subscription plans;

  • payment history, and changing tariff plans;

  • Set up new roles, adjust permissions, manage company holidays, create and edit tasks, and manage teams;

  • Designate other users as Administrators, granting them important rights and controls over the account.

The Admin role is essential for overseeing and configuring your company's entire Amploo platform.

Manager

This is another one of our pre-set user roles, designed to provide specific permissions for team leaders or supervisors.

With the role of Manager, users can:

  • Access to a special "Manager Area" on the Dashboard;

  • Access to view and manage requests for vacations, sick days, and other time-off requests from their team members;

  • Corporate Chat;

  • Option to view and manage timesheets;

  • All assets and assets categories permissions: Create, edit, view and attach assets to employees;

  • View, edit and create custom fields;

  • View, edit and create holidays;

  • View and create statuses, skills and interests;

  • View insights

  • View and create positions;

  • View roles;

  • View, edit and create Teams;

  • Time-Offs permissions: Manager do not have access to Time- Off policy, but can view, edit, create Time - Offs;

  • All user permissions: Manager can view, edit, create, delete and restore users;

  • All workspace permissions: View and create workspaces.

Employee

The Employee role is typically assigned to regular users within the company.

As an Employee, the user has access to view and interact with key sections of the platform, including:

  • Dashboard: View Summary, Team, Calendar area, and Feed;

  • View Agenda;

  • Employees area: view Teams, Employees, Positions, Assets, Timesheets;

  • Corporate Chat;

  • Workspaces (view and create);

  • Personal account access;

  • View holidays;

This role allows for basic interaction with the platform while having more limited rights compared to roles like Manager or Admin. It's designed to provide employees with the necessary access to collaborate and stay informed about company activities.

Candidate

It is a trainee role with limited rights, that is designed to provide restricted access for trainees or new employees who are still in the onboarding process.

With the Candidate role, the user is limited to viewing specific sections.

The Candidate has access to view the following sections:

  • Dashboard: View Summary,Team, Calendar area, and Feed;

  • View holidays;

  • View Agenda;

  • Employees: access to view Teams and Employees;

  • Corporate Chat;

  • View Workspaces;

Please note, that you can add your own roles for your company with unique rights for each role.

You can manage the roles just here, in the Settings tab on the left sidebar:

While clicking on one of the pre-set role, you will see the list of permissions and you can edit it, add or remove the permissions up to your needs. After changes are made, don't forget to click on "Update role" button to save them:

Permissions Overview

On our platform, we offer certain permissions that Admins can edit for each role separately:

Adjustments Permissions (Agenda)

  • View Agenda ( the user has access to Agenda area)

Asset categories permissions

  • View asset categories (the user can view the asset categories list)

  • Delete asset category ( access to remove the asset's category)

  • Edit asset category ( the user can edit the asset category)

  • Create asset category ( the user has access to create asset's category)

Assets permissions

  • View asset ( the user has access to view a list of assets)

  • Create asset ( access to create a new asset and attach it to the user)

  • Edit asset ( the user can edit the data about the asset)

  • Delete assets ( the user can remove assets)

Branches permissions

  • View branches

  • Create branch

  • Edit branch

  • Delete branch

Custom fields permissions

  • View custom fields (the user has access to view a list of custom fields)

  • Create custom field (the user has access to create custom fields)

  • Edit custom field (the user can edit custom fields)

  • Delete custom field ( the user has access to delete custom fields)

Dashboard permissions

  • View summary area (the user has access to view summary tab on Dashboard)

  • View calendar area (the user has access to view calendar)

  • View team area (the user has access to view team area on Dashboard)

  • View manager area (the user has access to view manager area)

Holidays permissions

  • Delete holiday (the user can delete holidays)

  • Edit holiday (the user has access to edit holiday)

  • Create holiday (the user has access to create holiday)

  • View holidays (the user has access to view list of holidays)

Interests permissions

  • Delete Interest (the user can delete interest)

  • Edit Interest (the user has access to edit holiday)

  • Create Interest (the user has access to create interest)

  • View Interests (the user has access to view list of interests)

Position permissions

  • Edit position (the user can edit position)

  • Create position (the user has access to create position)

  • Delete position (the user can delete position)

  • View positions ( the user can view a list of positions)

Reports

  • View Insights (the user has access to check Insights metrics)

Roles permissions

  • Delete Role (the user can delete any role)

  • Edit Role (the user can edit the role)

  • View roles (the user can view the role)

  • Create role (the user can create a new role)

Settings permissions

  • Manage imports ( the user can manage data imports from Trello, ClickUp, Asana)

  • Edit general settings (the user has access to edit general settings)

  • Edit payment settings (the user can edit the payment settings)

Skills permissions

  • View skills (the user has access to view list of skills)

  • Create skills (the user has create new skills)

  • Edit skills (the user can edit the created skills)

  • Delete skills (the user can remove skills from the list)

Statuses permissions

  • Delete status (the user can delete status)

  • Edit status (the user can edit the status)

  • Create status (the user can create a new status)

  • View statuses (the user can view statuses)

Teams permissions

  • Edit team (the user can edit team information)

  • Delete team (the user can delete teams)

  • Create team (the user can create a new team)

  • View teams ( the user can view a team)

Time-off permissions

  • Delete time-off politic (the user can delete time-off politics)

  • Edit time-off politic (the user can make changes into time-off politics)

  • Create time-off politic (the user can create time-off politics)

  • View time-off politic (the user can view time-off politics list)

Time-offs permissions

  • View time-offs (the user can view time-offs list)

  • Create time-off (the user can create a new time-off)

  • Edit time-offs (the user can edit time-offs)

  • Delete time-off (the user can delete time-offs)

Timesheets permissions

  • Edit timesheet (the user can edit timesheet)

  • Delete timesheet (the user can delete timesheet)

  • View timesheet (the user can view timesheet)

  • Create timesheet (the user can create time-sheet)

User permissions

  • Restore user (the user can restore deleted employees)

  • Delete user (the user can delete employee)

  • View users (the user can view employee's list)

  • Edit user (the user can edit employee's list)

  • Create user (the user can create a new employee)

Workspaces permissions

  • View workspaces (the user can view a list of workspaces and all items inside)

  • Create workspaces ( the user can create a new workspace and all projects, knowledge bases, lms, surveys)

How to add a new custom role?

You may easily add your own role by clicking on “Add role” on the upper right corner:

Enter the name for the role, select permissions (certain rights), and click on “Create role” to finish.

Then a newly created role appears in your list.

How to give a role to a certain employee?

After all needed roles have been created and permissions for them are selected, we can stick this role to a certain employee.

So on the left sidebar, we go to Employees, - click on the account, and click on Edit:

and there we go to their account "Work" section and define their role. For example, here we give a role "Admin":

And when all changes are made, don't forget to click on "Update work" to apply them.

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