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Roles - Assign or alter the roles applied to a user

Who this guide is for:

System Administrators (Requires 'Users' permission).


Overview

This guide explains how to assign or modify roles for existing users to control system access.


How User Roles Work

  • Roles determine which features users can access
  • Multiple roles can be assigned per user
  • Template inheritance avoids manual role management


How to Set Up User Roles

  1. Go to Admin Tools > Users
  2. Search for user > Click Edit
  3. Select Roles tab
  4. To remove: Click × next to blue role name
  5. To add:
    • Click Roles input box
    • Select role(s) - multiple allowed
  6. Click Save Record in the top right corner


For template inheritance:

  • Set Roles dropdown to Inherit Template Roles

Please note: If you set the role to this setting, it would be recommended to ensure the template has a role assigned at all times. If the user does not have a role, they will not be able to access the system.


Additional Information

Key Terms

  • Roles: Permission groups (e.g., Manager, Approver)
  • Inherit: Automatically copies template-level roles

Permissions & Prerequisites

  • Requires 'Users' permission
  • Roles must exist before assignment

Tips & Best Practices

  • Use template inheritance for bulk role management
  • Reminder: Changes at User level override Template settings
  • Pro Tip: Use the search function within the platform to quickly find features or settings.

Important Notes

  • Warning: Template overrides Global
  • Audit roles quarterly for security compliance

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