A user role contains a set of action permissions available within an application.
A company must have at least one user assigned with the Admin role.
Assigning Permissions to Roles
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Select the App Drawer icon.
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Select Admin to access the Admin dashboard.
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On the Role card, select Manage Roles.
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On the Roles window, select the Role from the Role drop-down.
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The available permissions displayed below each application name. You may find that you need to scroll to the right to view all applications.
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The Admin role automatically has access to all permissions for each application. The Admin permissions are not editable.
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Every role has Company Read access.
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Under Application Permissions, select the permissions for the applications.
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To mark all Read or Full Access permissions, mark the checkbox to the right of the application.
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You can selectively mark category checkboxes.
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The permission changes are saved automatically as you mark/unmark the checkboxes.
Additional Role Permission by Application
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Admin |
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Role |
Description |
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Company Read |
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Company Full Access |
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Integrations Read |
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Integrations Full Access |
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Roles Read |
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Roles Full Access |
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Service Call Read |
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Service Call Full Access |
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Users Read |
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Users Full Access |
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