Custom User Roles

Custom User Roles

If one of our built-in roles does not meet the needs of your organisation, you're able to create custom roles. With custom roles, you can assign access to a number of features and reports. Custom roles are assigned to users, in the same way as built-in roles, but can be refined whenever you like as the needs of your organisation change.

• From the Home screen, click Admin Options
• Select User Roles
• Click the plus (+) icon below Custom Roles
• On the General Tab, Add a Role Name (mandatory) + Add a Description (not mandatory)
• Click Save
• From the Permissions Tab, add the permissions you'd like your custom role to have
• Click Save
• From the Reports Tab, add the reports that you'd like your custom role to have access to
• Click Save