---
title: "Setting up Custom Lanteria HR Roles"
slug: "setting-up-custom-lanteria-hr-roles"
tags: ["IT Pro"]
updated: 2023-09-06T11:26:08Z
published: 2023-09-06T11:26:08Z
canonical: "help.lanteria.com/setting-up-custom-lanteria-hr-roles"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.lanteria.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up Custom Lanteria HR Roles

Custom roles in Lanteria HR serve to restrict a user's access only to specific modules, as needed according to their job role profile, for example, a Recruiting or Training Manager would only need access to **Recruiting** or **Learning** module, respectively.

Follow these steps to create a custom role in Lanteria HR:

1. Go to **Settings** > **Settings and Configuration** > **System Settings** > **Roles and Permissions** and click **Edit** next to **Lanteria HR Roles** setting name.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img569(1).png)
2. You can create a new custom role directly in the spreadsheet view ![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img570(2).png)![](assets/images/pics/img340.png)or use the new item button and fill in the form that appears. ![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img571(2).png)
3. Enter the name of the custom role into the **Title** field.
4. Enter the role's description into the **Description** field.
5. Enter the path to the icon associated with this role into the **IconURL** field.
6. Enter the name under which the role will appear in the roles menu into the **Menu Title** field.
7. Enter the item's number into the **Order** field. The items in the Roles menu will be ordered by these numbers.
8. Enter the URL for the first page the employee signing in under this role should see into the **Home Page URL** field.
9. Click **Save**.

The next step is to create a **Site Permission Group**.

1. Go to **Settings** > **SharePoint Settings** > **Users and Permissions** > **Site permissions. ![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img572(2).png)**
2. Since the group has to be created at the root level, click the root site link (**Lanteria HR Demo** in this example). ![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img698.png)
3. Click the **Create Group** button. ![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img699.png)
4. Fill in the group information. ![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img700.png)*Warning**The name of the group in the **Name** field must be the same as the role name you entered into the **Title** field when creating the role.*

**Notes on filling in the fields**:
  - The group owner you specify in the **Owner** field normally is a specific system account, if the group is to be handled only by support engineering staff, or, more often and preferably, by the HR group (ES HR), so that all HRs can manage the newly created group.
  - **Group Settings** and **Membership Requests** fields are best left with default values, but can be changed, if needed.
  - The necessary permissions are granted to the group by selecting the necessary check boxes in the **Give Group Permissions to this Site** field.
5. Click the **Create** button to create the group.

The last part is customizing the permissions for the newly created to access specific pages using the [**Permissions Editor**](/v1/docs/permissions-editor).

*Note**Any person granted a custom system role must also have the role of the Employee in the system.*

## Related

- [User Role Selection](/user-role-selection.md)
- [Permissions Editor](/permissions-editor.md)