How to give privilege to a particular user using IceHrm?

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When you want to give privilege to a particular user, you can do this by changing the User Level of the user or using the IceHrm User Role option. Previously in the IceHrm we had 4 types of user levels.

  1. Admin
  2. Manager
  3. Employee
  4. Other

Now we have divided the Other user level in to three different user levels. So now altogether we have 6 user levels in the IceHrm.

  1. Admin
  2. Manager
  3. Employee
  4. Restricted Admin
  5. Restricted Manager
  6. Restricted Employee

Admin user level has all the access to the IceHrm account, while the manager has limited access. For an example under the leave module a manger can see their subordinates leave days, can approve leaves, grant leaves. An employee has very limited access to the IceHrm account like requesting for a leave.

Let’s take an example scenario to understand how to grant admin access to one of your employees or managers

  1. You can log into the admin account
  2. Go to the System section and click on the Users
  3. Then click on the User tab in order to make changes
  4. You can select the employee you want to make changes and click on the edit button

5. Now you can change the User Level of the employee to Admin.

Now you can select the user level as Admin and click on the Save button. So the particular user will have all the access granted for an admin.

Use of Restricted User levels

Restricted User levels are same as the other user levels but with restricted access.

Restricted admin

Restricted admin is an administrator with limited admin access. For an example restricted admin can be a person who only has access to view employee.

Let's see how this type of restricted admin can be created using the IceHrm user roles.

To do this,

  1. You can logged into the admin account
  2. Go to the System section and click on the Users
  3. Then click on the User role tab and then Add New option in order to create a New User role
  4. Then you can give a specific name to the User role - Ex: For this one you can name as Employee manager

5. Now go to the Manage modules section under the System in order to assign the particular module to the new user role

6. Then click on the Modules tab and search for the particular module

7. Click on the edit button to make changes

8.  Select the created User Role to this module and save it

Once you created the User role and then Assign the module now  you can go back to User section and click on the User tab in order to make changes

9. You can select the employee you want to make changes and click on the edit button

10. Now you can change the User Level of the employee into the Restricted Admin user level

11. Then Select the specific user role which you have already created

12. You won't be able to save the changes unless you have assigned a Default Module. This default module is important because that's what they can see in their dashboard as they logged in.

Once you save the changes the employee's account will look like the below

Restricted Manager

Restricted manager is same as the Manager user level but with restricted access. Imagine that you want to grant access to a particular module in your IceHrm account to one of the managers. For an example, you want to appoint one of your managers as a recruitment manager. So you need to grant managerial access to the recruitment module.

To do this,

  1. You can log into the admin account
  2. Go to the System section and click on the Users
  3. Then click on the User role tab and then click on the Add New option in order to create a New User role
  4. Then you can give a specific name to the User role - For this one you can use Recruitment Manager

5. Now go to the Manage modules section under the System in order to assign the particular module to the new user role

6. Then click on the Modules tab and search for the particular module

7. Click on the edit button to make changes

8.  For this case, you can select all the modules required for the recruitment process. Here you can the created User Role to all of these modules and save changes

Once you created the User role and then Assign the module now  you can go back to User section and click on the User tab in order to assign this to the manager

10. You can select the employee you want to make changes and click on the edit button

10. Now you can change the User Level of the employee into the Restricted Manager user level

11. Then Select the specific user role which you have already created

12. You won't be able to save the changes unless you have assigned a Default Module. This default module is important because that's what they can see in their dashboard as they logged in

Once you save the changes the Manager's account will look like the below

Restricted Employee

Restricted employee is also similar to the employee level but with restricted access. For an example imagine you need to give access to one of your salesmen only to mark attendance.

To do this;

  1. You can log into the admin account
  2. Go to the System section and click on the Users
  3. Then click on the User role tab and then click on the Add New option in order to create a New User role
  4. Then you can give a specific name to the User role - For this one you can use Sales Person or something similar

5. Now go to the Manage modules section under the System in order to assign the particular module to the new user role

6. Then click on the Modules tab and search for the particular module

7. Click on the edit button to make changes

8.  Select the created User Role to this module and save it

Once you created the User role and then Assign the module now  you can go back to User section and click on the User tab in order to assign this to the employee

10. You can select the employee you want to make changes and click on the edit button

10. Now you can change the User Level of the employee into the Restricted employee user level

11. Then Select the specific user role which you have already created

12.  Set a default module and then save

Once you save the changes the employee's account will look like the below

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