Managing permission roles - 8.165.0 (07/07/2023)

Roles are a way to easily manage what features users can have access to, based on their job role.

For example a 'Site manager' role can be created, with all permissions a site manager usually needs to do their job. When a new site manager is given access to the system, this role can be assigned to their user, instead of assigning permissions manually.

To create a role navigate to Users, Settings and then Roles.

To add a new role click the 'Add a role' button in top right corner.

Give the Role a name for example 'Site Manager', then navigate to the 'Permissions' tab at the top of the screen.

Now click in the permission category group and select the required permissions you want associated with that role.

Once the required permissions are selected click the 'Save' Button in top right of the screen.

Your new Role has now been created, If you would like to copy the role you have created you can click on the role name and click the 'Copy settings to a new role' button in the popover window.

This will create a new role with the same permissions as the copied role, you can now rename the role appropriately.

Roles can also be edited after being assigned to a user or users to allow mass changing of a users permissions