Create a tailored manager role based on company's needs

Article author
Nneka
  • Updated

We created customized roles because we understand that every company has different requirements when it comes to access to information and approving requests on the Remote platform. In this article, we will show you how to create the following roles: 

A manager who can approve contractors' invoices, time-off and expenses requests

  1. Go to the Admins & Permissions tab, click on the Add new button, then choose Role.

    add_new_role.png

  2. Fill out the details of this role and what permissions (actions they can take) and information (direct reports or everyone) you want the company user to have access to. Because this user needs to approve requests, you want to grant them Edit access to the employee's time off and expense requests and access to contractors' invoices.
    See also: How do scheduled contractor invoices work?


A manager who can add incentives and approve time off & expense requests

  1. Go to the Admins & Permissions tab, click on the Add new button, then choose Role.

    add_new_role.png

  2. Fill out the details of this role and what permissions (actions they can take) you want the company users to have access to. Because this user needs to approve requests, you want to grant them Edit access to the employee's time off and expense requests and access to issue incentives.

    specific_manager_role2.gif

Please note that a role can be customized as you wish based on the available permissions. Once you've created the role, if you want the company user to be assigned to specific employees / direct reports, you'll need to implement this as well.

See also:

 

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