Help Centre

Roles, menu access and field permissions

Control which menus each role can see, create your own roles, and decide who can view pay rates.

Workforce Ignite has two kinds of "role", and it helps to keep them apart:

• Job roles (for example Support Worker or Team Leader) describe the work a person does. They drive compliance rules and reports. Manage them in Settings → Roles.
• System roles control what a person can see and do when they sign in. This article is about system roles.

The built-in system roles

System role	Starts with access to
Company Admin	Every menu, including Settings
HR Manager	Every menu except Settings and Activity log (tick it to add)
Recruiter	Reports, Talent Pool, Talent Map, Recruitment
Read-only	Reports, Communication
General Staff	Nothing (sees a "No access" screen)

Editing staff details is limited to Company Admin, HR Manager and Recruiter, whatever menus a role can see. Other roles see profiles as view-only.

Change what a role can see

1. Go to Settings → Team roles & menu access.
2. Each row is a system role; each column is a menu. Tick or untick a box — it saves straight away.
3. Tick None to remove all menu access from a role.
4. The Staff Documents column controls the Documents tab inside staff profiles, separately from the Staff page itself.

The notification bell still reaches every role, even one with no menus.

Create your own system role

1. Go to Settings → Custom RBAC roles.
2. Type a name such as Payroll Officer and click Add custom system role.
3. Set its menus in Team roles & menu access, then assign it to people in Team members.

Pay rates

Settings → Field-level permissions has one column: Pay rates. Only roles ticked here can see or edit the current and new pay rate on staff profiles — the server enforces this, it isn't just hidden on screen. Custom staff fields with a pay-type name (for example "Pay rate" or "Salary") are also hidden from roles that aren't ticked.

Note: The Workforce Ignite team can also switch a menu off for your whole organisation. If a menu is missing for everyone, contact support.

Related articles

• Invite your team and give them a login
• I see a "No access" screen or a menu is missing
• The staff profile, tab by tab

Last reviewed 2026-10-13.