How can I set up a reporting hierarchy or assign roles to the staff?

Every organization has its own reporting hierarchy structure, and the Truein system makes it extremely easy to set this structure.


To view the various roles and the features these roles have access to, you can select ‘View Roles’ in the Staff Directory on the Web Dashboard.

Web Dashboard: Staff Directory > View Roles

For example:

Staff: They can only view their own attendance.

Manager: They can view and manage their reporting staff’s attendance.

Site Admin L2: They can view and manage the attendance of all the staff and can raise requests for regularization for all those staff members who need to be approved by the admin.

Site Admin: They have the complete view and edit rights for the entire organization.


You can assign a role to the staff in bulk or to each staff member individually:


  1. Assigning Role to Staff in Bulk:

In Truein Web Dashboard:

Web Dashboard: Staff Directory > Bulk Edit > Download the excel





– Update the role in Access Details section > Employee Role column



  1. Assigning Roles to each Staff Member Individually (one by one):

Web Dashboard: Staff Directory > Action Column > Click Three Dots > Click Edit > Access Tab > Role > Select the Role