How to Manage What Your Users Can Access

A User Role is assigned to each user in your organization. These Roles govern what parts of the application a user has access to.

Any user in your organization with Users/Roles/Edit permission in their assigned User Role can create and edit your organization’s User Roles. For more information on adding new users please see How to invite a new user to your organization.

Permissions within User Roles are split into sections and subsections. Permission for each subsection has both a View and an Edit option. The Edit option can be disabled to allow an assigned user to view a specific part of the application without being able to manage, create, update, or delete items within that section. The View option, however, must be enabled for a user to have Edit permission for a given subsection.

Assigned permissions will change what displays on the contextual sidebar menu, control what pages an assigned user can access, and limit what functions they can perform within a given section.

Note: The subsections under the Zones section of a User Role refer directly to existing Sites within your organization. Enabling or Disabling a specific option here will affect access to all pages under the respective Site including all tiers of that Site’s Location hierarchy. For more information on Locations, please see How to navigate between different locations.

To create a new User Role:

1. Navigate to the User Roles page from the Admin section of the left-hand sidebar menu.
2. Click the Add Role button on the top right of the User Roles Admin page.
3. Provide a unique and description name for the new Role.
4. Optionally select a Base Role - If selected the new Role will start with the same configuration as the Base Role, but can then be updated separately without affecting the chosen Base Role.

To update an existing User Role:

1. Navigate to the User Roles page from the Admin section of the left-hand sidebar menu.
2. Click on the Edit button to the right of the relevant User Role in the list.
3. Update the View and/or Edit permissions for the desired sections or subsections.

To delete an existing User Role:

1. Navigate to the User Roles page from the Admin section of the left-hand sidebar menu.
2. Click on the Delete button to the right of the relevant User Role in the list.
3. Click on the Delete role button on the confirmation popup to confirm.
4. Please note you cannot delete a User Role that is still assigned to a User.

Permissions can be assigned for an entire section using the sliders to the right of a section label, or for individual subsections using the respective sliders to the right of those.