Permissions & roles
Understanding roles and permissions
Last Updated: 05.11.2026How a role brings together permissions, a target population and members, how Illizeo combines a person's roles, and what someone without the permission sees.
Creating and managing roles
Last Updated: 05.11.2026Create, duplicate, rename, deactivate or delete a role, and track its changes in its history.
Setting permissions in the matrix
Last Updated: 05.11.2026Read the permission matrix, grant Access, Execute and Admin levels, set profile fields and exclude a role's holder permission by permission.
Defining a role’s target population
Last Updated: 05.11.2026Choose which employees a role's permissions apply to: global scope, groups of criteria, exclusions and the “Exclude the employee themselves” setting.
Assigning a role to employees
Last Updated: 05.11.2026Give a role by name, automatically or by criteria, limit it in time, and manage a person's roles from their profile.
Creating employee groups
Last Updated: 05.11.2026Bring employees together, by name or by role, to designate them all at once as approvers, recipients or participants. A group grants no permission.
