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
- Go to Admin Tools > Users
- Search for user > Click Edit
- Select Roles tab
- To remove: Click × next to blue role name
- To add:
- Click Roles input box
- Select role(s) - multiple allowed
- 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