Overview of Roles in SecureDB
Roles in SecureDB define the positions within your organization along with the corresponding skills, responsibilities, and goals. They are foundational to how the application operates and ensure that each user is aligned with their specific area of accountability.
Key Impacts of Roles
- Accountability Chart:
Role skills, responsibilities, and goals are used to populate the accountability chart. This visual tool helps clarify who is responsible for what, ensuring that the organization’s structure is transparent and effective. - Employee Performance Reviews:
The specific skills and responsibilities tied to each role are integrated into performance reviews. This alignment helps in evaluating individual contributions and guiding professional development. - Application Permissions:
Roles determine the level of access each user has within the application. By assigning permissions based on roles, you ensure that users interact with only the data and features relevant to their position. - Custom Forms and Check-In Questions:
Custom Forms and Check-In Questions are assigned according to the role, allowing for tailored data collection and feedback that aligns with each position’s unique requirements.
Managing Roles
- Creating and Editing Roles:
Roles can be managed in two ways:- Directly from the Accountability Chart
- Through Administration > Manage Roles in the application menu
Best Practices for New Users
- Consider Role Details Carefully:
Roles are crucial in SecureDB. New users should take the time to thoughtfully define the skills and responsibilities for each role. A well-considered role setup not only improves the accuracy of performance reviews but also streamlines permissions and custom configurations across the platform.
