Understanding Default Roles in Laywork

Overview
Laywork comes with predefined system roles like “Admin,” “Manager,” and “Employee.” Understanding their access levels helps you decide whether to use them as-is or create custom roles.

Step-by-Step Instructions

1. Go to Account & Setup → Roles & Permissions.

2. Review the list of Default Roles.

3. Click on any default role to view its permissions breakdown.

4. Note which modules (HR, Finance, CRM, etc.) each role can view, add, edit, or delete.

5. Decide if you want to:

   • Use these roles directly

   • Duplicate and customize them

   • Create new ones from scratch

Tips

• Use default roles for small teams or quick setups.

• For growing businesses, clone a default role and tailor it for each department.

Troubleshooting & FAQs

• Can’t edit a default role?

  • Default roles are locked by design. Duplicate it to create a modifiable copy.

• Users missing access?

  • Double-check which role they’re assigned and whether it includes the right module permissions.