Default Roles

Configure default roles that are automatically created for new companies.

⚠️ Developer Access Only

This page is only accessible to users with developer privileges.

Overview

Default roles are templates that get copied when new companies are created. Define standard roles with permissions that apply to all new installations.

Page Layout

• Add Default Role button - Create new default
• Default Roles Table - All default roles
• Preview - See role permissions

Default Role Information

Field	Description
Role Name	Standard role name
Description	Role purpose
Permissions	Default permissions
Is Required	Must be in every company
Order	Creation order

Common Default Roles

Role	Purpose
Administrator	Full access
Manager	Department management
Employee	Basic employee access
Accountant	Finance access
HR Staff	HR module access
View Only	Read-only access

Common Tasks

Adding a Default Role

1. Click + Add Default Role
2. Enter role details:
   • Name - Role name
   • Description - Purpose
   • Required - Is this mandatory?
3. Configure permissions
4. Click Save

Editing Default Role

1. Find role in list
2. Click Edit
3. Modify settings
4. Save changes

Note: Changes apply to new companies only.

Previewing Permissions

1. Click on role
2. View all permissions
3. See module access
4. Verify configuration

Permission Configuration

For each role, set:

• Module access
• View/Create/Edit/Delete rights
• Special permissions
• Administrative functions

Tips

• Standard Set - Create comprehensive defaults
• Least Privilege - Start with minimal access
• Document - Explain each role's purpose
• Test - Verify in test company
• Update Carefully - Doesn't affect existing companies

Related Pages

• Default User Levels - Default levels
• Roles - Company roles

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💡 Note: Default roles are templates. Changes don't affect existing company roles.