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Permissions Management

Permissions Management provides granular control over who can access and perform specific actions within the ZenDash HRM platform. It uses a role-based access control system with customizable permission groups.

Understanding Permissions​

  • The system uses Permission Groups to bundle related permissions together.
  • Each permission group defines what features and actions are available to its members.
  • Employees can be assigned to one or more permission groups.

Permission Groups Dashboard​

  • Navigate to People > Admin Settings > Permission Groups to manage permission groups.
  • The dashboard displays all permission groups with their names and member counts.
  • Use the split-panel interface to view group details and member lists.

Creating a Permission Group​

  • Click Create Group to define a new permission group.
  • Provide a name and description for the group.
  • Select the permissions to include in the group across categories:
    • Employee Management: View, create, edit, and delete employee records.
    • Leave Management: View, create, approve, and reject leave requests.
    • Payroll: View and manage payroll data.
    • Projects: View, create, and manage projects and tasks.
    • Device Monitoring: View and configure device monitoring.
    • Analytics: Access HR analytics dashboards.
    • Admin Settings: Configure system settings.
    • Notifications: Manage notification settings.
    • Onboarding: Manage onboarding processes.
    • Appraisals: Conduct and manage appraisals.
  • Save the permission group.

Assigning Permissions to Employees​

  • Add employees to permission groups from the group detail view.
  • An employee's effective permissions are the combination of all groups they belong to.
  • Changes to permission groups take effect immediately for all members.

Best Practices​

  • Follow the principle of least privilege: assign only the permissions necessary for an employee's role.
  • Create role-based groups (e.g., "HR Manager", "Team Lead", "Employee") for easy management.
  • Regularly review permission assignments to ensure they remain appropriate.
  • Use descriptive names for permission groups to make their purpose clear.