Roles & Permissions — How to Use
Roles in Crewlix define what a person can see and what actions they can take across the workspace. When creating a role, think in terms of responsibility, not job title.
A good rule of thumb:
- View permissions → visibility and access
- Add / Edit permissions → operational control
- Delete / Approve / Disburse permissions → high-risk actions, usually limited to admins
Below, permissions are grouped by module. Each section explains what the permissions control and who should typically have them.
| Group | Permission Name | Description |
| Feed | Post / Edit / Delete Ideas (Self) | Create, edit, and delete their own ideas in the company feed. |
| Post / Edit / Delete Announcements (Self) | Create, edit, and delete their own announcements. | |
| Delete Ideas (All) | Delete ideas posted by other users. | |
| Delete Announcements (All) | Delete announcements posted by other users. | |
| Pin Posts (All) | Pin any idea or announcement to highlight it for everyone. | |
| People | View People | Access the People menu and view the people list with limited filters and public profile details. |
| Add People | Create new employee profiles. | |
| Edit People | Edit any employee profile, including settings (excluding own settings card). | |
| Change Profile Photo (Self) | Update their own profile photo during or after onboarding. | |
| Change Profile Photo (All) | Update profile photos for other employees. | |
| View Complete Profile | View full employee profiles, including admin-only settings cards. | |
| View Complete Filter | Access all available filters across People and related modules. | |
| View Private Profile | View profiles marked as private in lists and sidebar cards. | |
| Change People Role | Assign or change roles and view inactive profiles. | |
| Change Profile Status | Enable or disable a person’s access to the workspace. | |
| Change Private Profile Status | Control whether a profile’s activity is publicly visible. | |
| Discharge People | Access the People Archive and discharge employees. | |
| View People Archive | View archived profiles and restore them if needed. | |
| Import People | Import employee profiles in bulk using a file upload. | |
| Edit Salary Info | Add or modify salary and payroll information on employee profiles. | |
| Time | Enable Clock In & Out | Allow users to clock in and clock out. |
| Enable Break & Resume | Allow users to start and end breaks. | |
| View Timesheet (Self) | View their own daily timesheet and attendance data. | |
| View Timesheet (All) | View timesheets for all employees in read-only mode. | |
| Add Time Entry | Add manual time entries for any employee. | |
| Edit Time Entry | Edit or correct existing time entries for any employee. | |
| Leave | Apply for Leave | Apply for and edit their own leave requests. |
| View Leave Applications (Self) | View their own leave history and status. | |
| View Leave Applications (All) | View leave applications for all employees. | |
| Approve Leave Applications (Assigned) | Approve or reject leave requests assigned to them. | |
| Approve Leave Applications (All) | Approve or reject leave requests for any employee. | |
| Delete Leave Application (All) | Delete leave applications submitted by any employee. | |
| Overrule Leave Decisions (All) | Change leave decisions even after approval or rejection. | |
| Calendar | Access Calendar Module | View the company calendar, including holidays and leave events. |
| Report | Access Reports | Open the Reports module. |
| View Complete People Report | Access full people-related reports. | |
| View Complete Time Report | Access full time and attendance reports. | |
| View Complete Leave Report | Access full leave reports. | |
| Payroll | View Payroll | Access the Payroll module and view pay runs. |
| Add Pay Run | Create new pay runs. | |
| Edit Pay Run | Modify generated pay runs, including additions and deductions. | |
| Regenerate Pay Run | Rebuild a pay run using original data, discarding manual changes. | |
| Send Pay Run for Approval | Send a pay run to approvers for review. | |
| Approve Pay Runs (All) | Approve pay runs for the entire company. | |
| Disburse Pay Run | Mark a pay run as paid and completed. | |
| Settings | Access Settings Module | Access the Settings area. |
| Configure Company Information | Manage company details and basic setup. | |
| Configure Email Setup | Manage system email settings. | |
| Configure Network Setup | Manage network and security-related settings. | |
| Configure Alerts | Configure system alerts and notifications. | |
| Configure Company Handbook | Manage company handbook content. | |
| Configure Sidebar Card | Control information shown on profile sidebar cards. | |
| Configure Time Setup | Configure time and attendance rules. | |
| Configure Leave Setup | Configure leave types, policies, and approval flows. | |
| Configure Roles and Permissions | Create, edit, and assign roles and permissions. | |
| Configure Currency Setup | Manage currency settings used across payroll. | |
| Configure Payroll Setup | Configure payroll-related settings and rules. | |
| Departments | View Department | View departments in Settings. |
| Add Department | Create new departments. | |
| Edit Department | Update department details. | |
| Delete Department | Remove departments. | |
| Designations | View Designation | View designations in Settings. |
| Add Designation | Create new designations. | |
| Edit Designation | Update designation details. | |
| Delete Designation | Remove designations. | |
| Document Types | View Document Type | View document/attachment types. |
| Add Document Type | Create new document types. | |
| Edit Document Type | Update document types. | |
| Delete Document Type | Remove document types. | |
| Employment Types | View Employment Type | View employment types. |
| Add Employment Type | Create new employment types. | |
| Edit Employment Type | Update employment types. | |
| Delete Employment Type | Remove employment types. | |
| People Groups | View People Group | View people groups. |
| Add People Group | Create people groups. | |
| Edit People Group | Update people groups. | |
| Delete People Group | Remove people groups. | |
| Roles & Permissions | View Role | View roles and permission lists. |
| Add Role | Create new roles. | |
| Edit Role | Rename or update existing roles. | |
| Delete Role | Remove roles. | |
| Change Permissions | Modify permissions within roles. | |
| Shift Templates | View Shift Template | View shift templates. |
| Add Shift Template | Create shift templates. | |
| Edit Shift Template | Update shift templates. | |
| Delete Shift Template | Delete shift templates. | |
| Shift Assignment | Access Shift Assignment | View assigned shifts for all employees. |
| Assign Shift Templates | Assign shifts to employees. | |
| Clean Shifts (All) | Remove all draft and published shifts. | |
| Leave Types | View Leave Type | View leave types. |
| Add Leave Type | Create leave types. | |
| Edit Leave Type | Update leave types. | |
| Delete Leave Type | Remove leave types. | |
| Leave Packages | View Leave Package | View leave packages. |
| Add Leave Package | Create leave packages. | |
| Edit Leave Package | Update leave packages. | |
| Delete Leave Package | Remove leave packages. | |
| Leave Approval Processes | View Leave Approval Process | View leave approval workflows. |
| Add Leave Approval Process | Create approval workflows. | |
| Edit Leave Approval Process | Update approval workflows. | |
| Delete Leave Approval Process | Remove approval workflows. | |
| Holidays | View Holiday | View company holidays. |
| Add Holiday | Add holidays individually or in bulk. | |
| Edit Holiday | Update holiday details. | |
| Delete Holiday | Remove holidays. |