How to Manage User Groups

How to Manage User Groups

In Leave Central, there are two categories of roles: System roles and Custom roles.

System Roles

System roles are predefined in the Leave Central application. There are four System roles: Administrator, Manager, Approver, and User. Let’s look at what each role is and what permissions they have by default.
You can see your Role by checking under top-right corner of the Leave Central app.


Administrator
  1. Has full control over all app functions. 
  2. Can access company settings and configurations.
Manager
  1. Permitted to do Employee management, Overtime management, Leave management and User group Management
  2. Can view reports
Approver
  1. Can manage leave and overtime for assigned employees within limits.  
  2. Can access limited reports. 
User
  1. Can request leave and overtime.  
  2. Can edit allowed fields in their profile.  
  3. Can view their leave and overtime history.  

Custom Roles

Notes
These are the roles that the company can define. Only Administrator and Manager roles can manage custom roles using the User Group management feature.
To add, view, edit or delete custom role(s), users who have permission must go to the User Group page.
For more details, please check the below section titled "How to add User Group" to know how add custom role.

How to add User Group (Add Custom Role)

  1. Open the side menu and click on "User Management." You will see three options appear below it. Click on "User Group."

    2. User Group option - User Management

    User group page view


  2. First, enter a name for your user group in the Name column. If you want, you can also add a description for the new role.

    3. User group adding area

    Click the blue square button with the plus icon. This will add your role to the User Roles list, as shown below.

    User group added view

    If you successfully allocate a user group, you will receive a success message like below.

    User group adding success message

Edit User Group

To edit a user group follow the below steps.
  1. First click the blue pencil icon (Edit icon).

    User Group Edit Icon

  2. You can change the user group name and description. 

    User group edit view

  3. After making your changes, click the green round button with white right mark. 
    4. You will see a success message like the one below after you update the user group name.

    User Group updated success message

Delete User Group

To delete a User group follow the below steps.
  1. Click the red delete icon.

    User group Delete icon

  2. A confirmation message will show up. If you want to continue with the deletion, click the Delete button.
User group delete confirmation
    You will see a success message like the one below after you delete the user group name.
User group delete success message

    • Related Articles

    • How to allocate User Operation to User Group

      This option also available only for Administrator and Manager roles. You need to create User Group(s) before User Group allocation. You can find the details for creating User Groups here. To allocate operations to user groups, go to the User Group ...

    • How allocate Users to User Group

      This option also available only for Administrator and Manager roles. You need to create User Group(s) before User Group allocation. You can find the details for creating User Groups here. To allocate users to user groups, go to the User Group ...

    • How to Manage Employees

      The employee directory is a functionality available only for Manager and Administrator roles. It shows a complete list of all employees and their important details. These permitted roles can View, Add, Update and Delete employee records to keep the ...

    • Login with a New User Login Invite

      When a new employee joins the company, they will receive an email from Leave Central. This email contains a login link and a default password for their first use. New User Email By clicking "Click here to login" link user will direct to the new user ...

    • Understanding the Dashboards in LeaveCentral

      LeaveCentral offers customised dashboards for all four user types: User, Manager, Approver, and Administrator. Each dashboard is designed to fit the specific needs of each user type for a smooth experience. Here are the main features for each user. ...