Roles and Permissions Overview

Modified on Wed, 6 Mar at 1:12 AM

Roles and Permissions make it possible to assign specific roles to employees.  To read more about KT's default roles, take a look here.  With roles assigned, permissions of key functions can be connected and refined for each of them.


You will assign a role to an employee when you are creating their profile.


Roles and their permissions by default, are very general to ensure you have the flexibility and customisation necessary to meet the needs of your business.  This article provides an overview of how to access the Roles and Permissions feature as well as more detailed descriptions and guidance.


For immediate access to the Roles and Permissions feature, select Settings and then Roles and Permissions. 

Note: Only the Account Owners have default permission to edit this feature.  Administrators have Read-only access.



Create a new Role in your Business Hierarchy


  • Select Settings from the navigation menu
  • Select Roles and Permissions from the bottom choice in the navigation menu
  • Select +Create New Role, located in the top right corner of the screen
  • Enter Role Name and Save
  • Drag your new role between the different levels to set its place in the business hierarchy




Understanding the Permission Choices


Permissions allow access to functions within KT for specific roles.  Each function has four permission choices: Read-only, Edit, Create or Delete.  The terms are defined as:


        Read-only: the function can be viewed, but changes or creation of new items cannot be completed


        Edit: the function can be changed, but creation of new items cannot be completed


        Create: new items within a function can be created


        Delete: content within a function can be removed


Please note that once a permission choice is selected, anything to the left of that choice becomes available to the Role.  An example of this can be seen in the Regional Manager Permissions for Business Tags.  Here Create is selected which automatically makes edit and read-only available to the Regional Manager for the function of Business Tags.






Steps to edit Permissions


The permissions for a Role can be edited by anyone above or equal to the Role in the hierarchy, with the key dependency that the Account Owner has provided access to the Roles and Permissions feature for others. For example, the Regional Manager can edit permissions for anyone equal or below that role in the permissions hierarchy. The screen also allows you to view the Employees and Staff assigned to a Role. This is helpful in familiarizing yourself with who will be given permissions upon edits made. 


The following path guides you to view and edit employee and staff permissions

  • Select Settings from the navigation menu
  • Select Roles and Permissions
  • Select View below the Role you wish to edit
  • Edit the role's permissions to suit your business needs (not checking a box for a permission means - no access)
  • Toggle to View Staff to familiarise yourself with who will be given these permissions





Permission Breakdown


There are four main areas of permissions within Kangarootime. If you are unsure, take a closer look at the dependencies and scope of each permission.






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