Roles overview

Roles define what users can do in the IRIS Cascade system, which options they can see and use in the navigation menu on the left-hand side of the screen.

This is an administrative function only. Only users with certain permissions can perform these tasks.

For example, you may want the finance director to have the access needed to administer global pay changes, but not to generate new employee records, or you may want some users to access the Admin Tools or Query Builder only.

It is important to remember that you can assign more than one role to any user; for example, a user could have three roles: HR Administrator, Payroll Administrator and Timesheet Administrator. This means that you do not need to include in every role every possible menu option that a user might need. For example, you could create a role called Query Builder User that only grants access to the Query Builder menu options, and then assign that role to users who need to use those options in addition to the menu options defined in their other roles.

You can also use roles in Workflow, as a way of grouping people together without giving them access to any extra activities.