How to add a global admin and create selective privilege roles?

Assigning the Global Admin Role

1. Navigate to Global Settings and select Roles & Permissions.

2. Scroll down to the Global Admin section and click Manage Users.

3. Search for the employee you want to assign as Global Admin.

4. Click on the employee’s name to add them to the list.

5. Click Save to apply the changes.

Creating Selective Privilege Roles

1. In the same Global Settings page, under Roles & Permissions, click + New Role.

2. In the Create New Role page, provide a Name and Description for the role.

3. Under the Features list, select the features you want to assign to this role.

4. Choose the relevant privileges for the role.

5. Click Save to create the new role.

Assigning Users to the New Role

1. After saving the new role, you’ll be redirected to the User Roles list.

2. Search for the newly created role and click Manage Users.

3. Search for the employee you want to assign the role to and click on their name.

4. Click Save to finalize the assignment.

That’s it! You’ve successfully assigned a Global Admin role or created a Selective Privilege Role in Keka.