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
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