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
- Click the “New role group” link
- Fill in the required details
- Click “Save user”
View role group details
- In the Role group list, click on the name of the desired role group
- Check the displayed details
- Navigate to other tabs for additional details
Remove role group
- In the Role group list, click on the name of the desired role group
- Click the “Remove user group” button at the bottom left
- Approve as prompted
Note: Removing a role group will will impact all users’ access inherited through that role group.
Include role to role group
- In the Role group list, click on the name of the desired role group
- Navigate to the “Roles” tab
- Click the “Include role” tab
- Click the “Include” to add role to role group
- 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
- In the Role group list, click on the name of the desired role group
- Navigate to the “Roles” tab
- Click the “Exclude” link to remove the role from the role group
- 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
- In the Role group list, click on the name of the desired role group
- Navigate to the “Change log” tab
- View all changes made to the role
Check role group membership
- In the Role group list, click on the name of the desired role group
- Click on the Roles tab
- Under Included roles, review the list to see which groups the role belongs to
- If needed, use the Search field to locate specific group names
View role group change log
- In the Role group list, click on the name of the desired role group
- Navigate to the “Change log” tab
- View all changes made to the role
Export role group change log
- In the Role group list, click on the name of the desired role group
- Click the “Change log” tab
- Press the “Export” button
Last modified September 12, 2025