Create custom roles
Build a role that matches how your organisation actually works.
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Under Roles and permissions, create a role, give it a name and tick the permissions it should hold.
Rules the system enforces
- You cannot add a permission to a role that you do not hold yourself.
- You cannot grant a role containing permissions you do not hold.
- System roles are kept in step with the product. They are re-synchronised for every organisation when the service starts.
Examples
- HR Case Handler: view assigned cases, update, communicate, notes, investigation.
- Board Liaison: view restricted cases, analytics, no assignment rights.
- Whistleblower Protection Officer: protection manage plus view assigned cases.
Tip. Separate configuration from case access. People who change the rules do not need to see the cases.
Related guides
Still stuck?
The SLEM Technologies team can help with set-up and questions.