Role Group

A Role Group is a collection of roles that can be assigned collectively. This is useful when multiple roles with a shared purpose or level of access need to be assigned together, streamlining the assignment process for users or groups (e.g. a Role group named Employee can include Expense Regular User, Mobile Payslip User and Web Payslip User).

Create new role group

  1. Click the “New role group” link
  2. Fill in the required details
  3. Click “Save user”

View role group details

  1. In the Role group list, click on the name of the desired role group
  2. Check the displayed details
  3. Navigate to other tabs for additional details

Remove role group

  1. In the Role group list, click on the name of the desired role group
  2. Click the “Remove user group” button at the bottom left
  3. Approve as prompted

Note: Removing a role group will will impact all users’ access inherited through that role group.

Include role to role group

  1. In the Role group list, click on the name of the desired role group
  2. Navigate to the “Roles” tab
  3. Click the “Include role” tab
  4. Click the “Include” to add role to role group
  5. Click the “Save role group” to apply changes

Note: When a role is added to the role group, users with role group-based role assignment will inherit new role access.

Exclude role from role group

  1. In the Role group list, click on the name of the desired role group
  2. Navigate to the “Roles” tab
  3. Click the “Exclude” link to remove the role from the role group
  4. Click the “Save role group” to apply changes

Note: Removing a role from the role group will revoke that role for all users who received it through the group.

View change log

  1. In the Role group list, click on the name of the desired role group
  2. Navigate to the “Change log” tab
  3. View all changes made to the role

Check role group membership

  1. In the Role group list, click on the name of the desired role group
  2. Click on the Roles tab
  3. Under Included roles, review the list to see which groups the role belongs to
  4. If needed, use the Search field to locate specific group names

View role group change log

  1. In the Role group list, click on the name of the desired role group
  2. Navigate to the “Change log” tab
  3. View all changes made to the role

Export role group change log

  1. In the Role group list, click on the name of the desired role group
  2. Click the “Change log” tab
  3. Press the “Export” button
Last modified September 12, 2025