As an administrator or manager of a Yapla account, you can create access to the Yapla platform for your employees. This article shows you how to create roles for your users: you can define what actions and data each one can take and view.
To learn how to add a user to your management platform, read this article.
Why create roles?
Creating roles allows you to control what actions are taken and what information is available to everyone on the platform. This allows a higher level of confidentiality and security.
Create a role
To create a role, choose the "Users" tile in your account's Settings.
From this interface, click the Roles tab.
In the role definition interface, you'll find the List of Native Roles, which is the default role defined by Yapla. You can't change them, but you can rename them for clarity.
To create your own role, click "Add a Role".
Start by giving your custom role a name.
Associate a role to a user
Then click on the Roles tab. Select the role of your choice and save.