How to Change Role Permissions in WeekMate HRMS Admin Portal
How to Change Role Permissions from the Admin Portal
Overview
The Admin Portal in WeekMate CRM allows administrators to manage user access and control what actions employees can perform in the system. Role permissions define the level of access a user has across different modules.
You can update role permissions when a user’s responsibilities change or when access needs to be adjusted for security or operational requirements.
This article explains how to locate a user and update their role permissions from the Admin Portal.
Before You Begin
Before changing role permissions, make sure:
You are logged in to the WeekMate CRM Admin Portal.
You have admin or permission management access.
The user account already exists in the system.
Steps
Log in to the WeekMate CRM Admin Portal.
Navigate to Company Settings.
Open the Users section.
Locate the user whose role permissions you want to update.
Click the Action button next to the user’s name.
Select Change Role Permissions.
Choose the appropriate role or update the required permissions.
Click Save to apply the changes.
Video Tutorial
Watch the video below for a complete walkthrough of this process in WeekMate CRM.
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