Roles Settings

Roles Settings

What is Roles Settings?

The Roles settings feature allows you to predefine the access and permissions of specific roles.
This is useful when creating a new user, as you can choose the most applicable role and the preset settings will be applied. You can then customize the settings for the user to better suit their specific needs. 
It is preferable for the Role settings to be managed by one person in the organization.

How to set up Roles

The list of Roles is a predefined list that cannot be changed or added to.

    1. Go to Settings via the home page or from the gear button in the top header. Then select Account Management>Roles and click on one of the preset roles.

    2. The Apps and Permissions Tab will be open on the right.

    3. Select the Apps that you want the Role to have access to.

      Selecting the App will NOT automatically give the user the permissions within the app. Continue with the next step to see how to grant permissions.

    4. Expand the App card to view the Apps’ permissions. Check off the permissions you want the role to have access to. 

    5. A permission that has a bell icon indicates that this permission sends email alerts to the user.
       

    6. Select the Report folders that you want the Role to have access to. By default all reports inside the folder will be selected as well. 

      In addition to granting access to the specific Report folders, make sure to select "Reports" from the list of available apps, to allow access to the Reports.
    7. Save changes.

    8. Click on the next Role you want to set and repeat above steps.

To map Roles to Departments (for Grievance Log App): Go to Settings_Icon.png Settings on the main menu. Select Application Settings>Grievance Log Settings.

 


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