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Create a new role using an existing filter

Create a new role to restrict the information a user can see.

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Written by Harry Ledger
Updated over a month ago

A role filter can be created to restrict which employees a user can see when they log into SelectHR.

To create a new role for filtering listings, follow these steps.

  1. In the Admin Tool, click Roles.

  2. Click Create a new role.

  3. Type a name and description for the role.

  4. Under restricted types, click SelectHR\Person.Details.

  5. Click Change Filter.

  6. Select the relevant filter from the list.

  7. Click Okay, click OK.

If the filter you want does not exist in this list, then you will need to create an entirely new role filter.
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This process is complex, so guidance from support or through knowledge articles is not possible.
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The creation of custom roles is possible via our consultancy team, and Access can also facilitate training in this area of the software should you prefer this option. If you wish to move forward with consultancy or training, please contact your account manager.

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