Roles are used to manage what users can see and do within the system. From submitting audits and assigning actions to receiving email alerts and accessing specific locations, each role defines a user's permissions. Understanding how roles work helps ensure the right people have access to the right features keeping your system secure, organised, and running smoothly.
To create a new role, follow these simple steps.
From the left menu, click Admin.
Under Security, click Role Management.
In the top-right, click New Role then enter the role name.
Enter your role icon. fa fa-lock is the default.
Enter a description for the role.
If it's a special role, turn the toggle icon on
under Special role. Use the permissions tabs to indicate the permissions as needed.
Click Save.
The role now appears in the system and can be assigned and used to configure permissions.