Task Management Permissions

This feature enables admins to control access to Task Management features based on each user’s role through a dedicated permissions section displayed under the Human Resources Management module in the Manage Employee Roles screen. These permissions ensure that users can access only the menus and actions assigned to them.

Before You Start

Ensure that the Task Management app is enabled from Apps Manager, then navigate to the Human Resources Management module. The Task Management permissions section appears only when the app is enabled. If the app is disabled, the section is removed from the permissions screen.

Steps

1. From the main menu, click Employees.
2. Click Manage Employee Roles.
3. Click New Role.
4. Enter the Role Name.
5. Select the role whose permissions you want to modify.
6. Navigate to the Task Management section.
7. Enable or disable each permission independently as needed:
   • Add New Task
   • Edit Task
   • View Task
   • Delete Task
   • View Own Tasks
   • Manage Task Templates
   • Manage Task Flows
   • Manage Task Modules
   • Manage Task Types
   • Manage Task Modules
8. Click Save to apply the changes to the selected role.

How the System Works

• Each permission can be assigned independently for each role without requiring any other permission.
• Any changes to role permissions take effect immediately after they are saved.
• If the Task Management app is disabled after permissions have already been assigned to roles, those permission assignments remain saved in the system but become inactive until the app is enabled again.
• The permissions assigned to a user determine the visibility of the Task Management menu items as follows:
  • Tasks: Displayed if the user has the View Task or View Own Tasks permission.
  • Task Flows: Displayed if the user has the Manage Task Templates or Manage Task Flows permission.
  • Settings: Displayed if the user has the Manage Task Modules permission.
• Users see only the menu items associated with their assigned permissions. Menu items for which they do not have permission are not displayed.

v

•  the Task Management permissions section to appear in the Manage Employee Roles screen.
• The Task Management permissions section is displayed as a separate section under the Human Resources Management module.