How to Add and Manage Roles

Learn how to add and manage roles associated with your organisation in Kiri Align. You can allow and restrict permissions based on the roles of employees.

Roles are a method of providing service entitlements to employee entities within the Kiri Align system. These depend on the way your organisation arranges its employees in various departments.

Some typical examples of roles in the Kiri Align system would be Admin, Team Lead, Manager, Supervisor, Safety Officer, Auditors, Drivers, and Contractors.

While adding any new employee to the Kiri Align application, you have to select the role they will be associated with. If the required role is not available in the drop down, you need to Add New Role first before adding the employee in Kiri Align.

You can define all the roles in your organisation in this section, and also View and Edit them later.

Click on ‘Add New Role’ to add a new role in your organisation. You’ll get a form like below:

Add the name (e.g. Supervisor) and description that explains the role in brief.

You can also change the status of a particular role as ‘Inactive’ if it becomes redundant at any point in time.

Next up, you have the Menu Permission to assign permissions to the role you’re adding.

Click on modules (e.g. - Undertake, Checklist) in the ‘Menu Permission’ section to open the items that you would like to select.

Check the square box in front of the menu item to give permission to the role that you want to add in the system.

The employees that fall under the particular role that you’re adding will be able to view and access only those menu items that you select here.

You can edit the role permissions at any time if required by revisiting Menu Permission for the role.

You can also control what files the employees in a particular role can access - Public, Confidential, or Private.

If you select public, it means that the role will have access to only public files and if you select confidential access, it means that the role you’re creating will have access to the public as well as confidential files.

If you select private files, it means that the role will have access to all the private files.

You can refer to the ‘Documents’ section to learn more about searching and uploading files in Kiri Align.

The file access permissions and organisation level permissions for users based on their roles can be defined in the next section.

Checking the ‘Edit’ box in the ‘Access Permission’ section will give edit access to the role that you’re creating. That means in the menu items that you’ve given them permission for, they can edit and create checklists , lists or forms.

If you leave the ‘Edit’ box unchecked, it means they can only view the checklists, lists and forms in the menu that you’ve allowed them access to.

You can also give organisation level permissions to the role to access the Dashboard, Incident and Investigation sections by checking the respective check-boxes in this section.

You will see an error message like above if you try to open a file or menu section whose access permission isn’t given to you.