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Role Management

Role Management in Vineforce Teams controls who can access what inside the application.

Each user is assigned a role, and that role determines the actions they can perform, the data they can see, and how the application behaves for them.

Using roles helps keep your organization secure, organized, and easy to manage.

Accessing Role Management​

To view and manage roles:

  1. Go to Administration
  2. Click Roles

This opens the Role Management page, which displays all available roles along with their configuration details — including role name, creation time, default role status, and tracking status.

Role Management

note

By default, company or tenant administrators cannot create new roles.

Role creation and changes are managed by the Vineforce Teams host administrators.

If you are using the On-Premise version and require full control over roles, this can be enabled for your organization.
Please contact our support team for assistance:

📧 [email protected]

Available Roles in Vineforce Teams​

Vineforce Teams provides the following three built-in roles:

System Admin​

The System Admin role has full access to the Vineforce Teams platform.

Users with this role can:

  • Manage users and assign roles
  • Configure application and account settings
  • Manage projects, shifts, and policies
  • View all reports and dashboards
  • Monitor overall productivity and activity

This role is best suited for owners, administrators, and senior managers.

Employee​

The Employee role is designed for regular team members.

Users with this role:

  • Have their work activity tracked during working hours
  • Use the desktop application normally
  • Appear in productivity and activity reports
  • Do not have access to administrative or configuration settings

This is the default role for most employees.

Employee (Zero Click)​

The Employee (Zero Click) role is designed for silent, background tracking.

Users with this role:

  • Do not need to interact with the application
  • Are tracked automatically without manual actions
  • Typically use Silent Mode (Lite)
  • Experience no pop-ups or user interface interruptions

This role is ideal for:

  • Large-scale enterprise deployments
  • Centrally managed systems
  • Environments where user interaction should be minimal

How Roles Affect Access​

Roles control access in a simple way:

  • Users automatically receive access based on their role
  • Permissions are applied instantly
  • Changes to a role affect all users with that role

This approach ensures consistent access control without manual adjustments.

Role Separation Between Companies​

Each company or tenant in Vineforce Teams operates independently.

  • Roles are isolated per company
  • Changes in one company do not affect others
  • Data and access remain secure

This ensures privacy and proper access control across organizations.

Administrator: Role Configuration​

The following section is intended for On-Premise administrators who have full role management enabled.

Create New Role​

  1. Navigate to Administration → Roles
  2. Click + Create New Role

Create New Role

FieldDescription
Role NameA unique name such as HR, Manager, or Team Lead
Default RoleAuto-assigns this role to newly created users
Disable TrackingDisables activity tracking for users in this role

Role Details

Permissions​

Controls module and page access for the selected role.

Role Permissions

Features:

  • Permission search
  • Expand/collapse permission groups
  • Folder-based permission hierarchy
  • Checkbox-based access control
  • Only Show Enabled Permissions filter

Email Notification Settings​

Controls automated reports sent to users assigned to the role.

Email Notification Settings

NotificationDescription
My Weekly Progress ReportSends individual weekly progress reports
Team Weekly Progress ReportSends team-level weekly progress reports

Edit Existing Role​

  1. Click Actions beside the role
  2. Select Edit
  3. Update the required settings
  4. Click Save

Select Edit from Actions

Edit Role

Role History​

  1. Click Actions
  2. Select History

Displays a log of all role-related changes and updates.

Select Role History from Actions

Role History

Tracking Management​

Enable or disable activity tracking per role using the Disable Tracking toggle in the role configuration settings.

Disable Tracking

Best Practices​

tip
  • Assign System Admin only to trusted users
  • Use Employee for most team members
  • Use Employee (Zero Click) for silent or automated tracking scenarios
  • Review role assignments periodically as teams grow

What's Next?​

After understanding roles, you can:

  • Assign roles when adding users
  • Manage users from User Management
  • Review access through Account Settings
  • Monitor activity using Reports

👉 Continue to User Management to manage users and their roles.

Last updated on by Taranum