ANTE User Manual

User Levels

A User Level is a named permission set tied to a single system module. Each user level grants a specific group of permissions within one module (for example "HR Manager" within Manpower, or "System Administrator" within Settings). User levels are the building blocks that roles are assembled from.

Overview

Instead of assigning individual permissions to every role, you create reusable user levels — each one is a curated bundle of permissions for one module. A role then combines one or more user levels to define what a user can do across the system.

Each user level has:

  • A Label (the name you give it)
  • A System Module it applies to
  • An optional Description
  • A set of Permissions chosen from that module's navigation structure

Finding This Page

Go to Settings → Users & Access → User Levels.

Visibility is permission-based: you only see a user level if you personally hold at least one of the permissions it grants. A user level you hold none of is hidden from this list entirely — as if it didn't exist. Where a user level IS visible, the Permissions count and its permission tree show only the permissions you personally hold, not the level's full bundle — so two administrators can see a different count for the exact same user level.

Page Layout

The User Levels page shows a table of all existing user levels you can see, with:

ColumnDescription
LabelThe name of the user level
System ModuleThe module the level applies to (shown with its icon)
PermissionsThe number of permissions granted, narrowed to the permissions you personally hold (e.g. "8 permissions")

You can search the list by Label and filter it by System Module. Click any row to open that user level's detail page.

At the top right of the page, an AI Assistant button (robot icon) opens a chat sidebar that can list, create, update, and delete user levels for you conversationally. See AI Assistant.

The other button shown at the top right of the page depends on the current state:

  • When no user levels exist yet — a Seed Default Data button appears.
  • When user levels exist — an Actions dropdown appears with Add User Level and Clear All options.

Common Tasks

Creating a User Level

  1. From the User Levels page, open the Actions dropdown and choose Add User Level (or use the Add User Level button).
  2. Under Basic Information, fill in:
    • Label (required) — a descriptive name, e.g. "HR Manager" or "Team Lead".
    • System Module (required) — select which module this level applies to. Changing the module clears any permissions you had selected.
    • Description (optional) — explain this user level's purpose and responsibilities.
  3. Under Permissions, select the permissions to grant. The available permissions come from the navigation structure of the system module you chose. You must select at least one permission.
  4. Click Add User Level to save. You are taken to the new user level's detail page.

📌 Note: Label, System Module, and at least one permission are all required. The form will not submit until they are filled in.

Viewing a User Level

  1. Click any row in the User Levels table.
  2. The detail page shows the Basic Information (Label, System Module, Description) and the Assigned Permissions, organized by the module's navigation structure — limited to the permissions you personally hold.

Editing a User Level

  1. Open a user level's detail page.
  2. Click Edit. Editing is available even when the level grants permissions beyond your own — you don't need the whole bundle to edit it.
  3. Update the Label, System Module, Description, or selected permissions.
  4. Click Save Changes. Any permission the level already granted that you don't personally hold is left untouched — you can only add or remove permissions you yourself have.

Deleting a User Level

Delete only appears on a user level's detail page if you hold every permission it grants. If you hold only some of its permissions, Delete is hidden — deleting would destroy permissions you can't even see, so you'll need an administrator with the full bundle to remove it.

  1. Open a user level's detail page.
  2. Click Delete.
  3. Confirm in the dialog by clicking Delete.

⚠️ Warning: Users assigned to this level will lose the permissions it granted. This action cannot be undone.

Seeding Default User Levels

Newly created workspaces start with the full set of default user levels already in place, so most companies never need this step. If the page is empty (for example after Clear All), you can recreate the full set of predefined levels in one step.

  1. Click Seed Default Data.
  2. Review the confirmation dialog. It creates predefined user levels covering all system modules, including:
    • Manpower: HR Administrator, Manager, Viewer, Timekeepers, Payroll Manager, Leave Approver
    • Settings: System Administrator, Manager, Viewer
    • Project: Administrator, Manager, Member, Viewer
    • Treasury, Asset: Administrator, Manager, Viewer
    • Calendar, Leads, School, Governance: Admin, Manager, User levels
  3. Click Create Defaults. A total of 32 user levels are created with appropriate permissions.

This is a non-destructive action — it only adds default levels your company is missing and never changes existing ones.

Clearing All User Levels

⚠️ This is a destructive, high-impact action protected by a one-time password (OTP).

  1. Open the Actions dropdown and choose Clear All.
  2. The dialog warns that this will permanently delete:
    • All user levels for this company
    • Related role-to-user-level assignments
    • Orphaned roles (roles left with no remaining user levels)
    • User accounts linked to those orphaned roles
  3. Request the OTP, enter the code you receive, and confirm with Clear All.

📌 Your own account and role are always preserved. This action cannot be undone.

How User Levels Fit With Roles

User levels are not assigned directly to users. Instead:

  1. You build user levels — each a permission bundle for one module.
  2. You assign one or more user levels to a Role.
  3. You assign the Role to users.

This lets you reuse the same permission sets across many roles instead of re-selecting permissions each time.

  • Roles — combine user levels into assignable roles
  • Users — assign roles to users
  • AI Assistant — manage user levels by chatting instead of using the forms

💡 Note: Each user level applies to exactly one system module. To grant a user permissions across several modules, assign their role multiple user levels (one per module).

← Previous
Roles
Next →
Purchase Request Workflow