Roles

This article explains how you manage permissions in your organization with roles.

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Topics in this article

Example of roles

Creating roles and setting permissions

Permissions empower users from their own level in your organization

Assigning roles to new users

Changing roles on existing users

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Example of roles

You want to create roles for people with the same roles and communication needs inside your organisation. You will try to keep this as simple as possible to avoid undesired complexity in the day-to-day use afterwards. Here are some examples of frequently used roles:

• Managers
• Employees
• Part-time Employees
• Sub-contractors

Remember that you need to be Platform Administrator to create and manage roles.

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Creating roles

Go to the admin panel and select roles
 

 
Now Create role

Name your role and decide what permissions Users with this role should have in your organization.

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Permissions empower Users from their own level in your Organization

Remember that Organization Permissions work from the users own Unit and all Units directly below. 

Ex.: User in Top Unit

Users with permissions can share information with the intire organisation or selected parts of the organisation. 

 
Ex.: User in a Branch Head 

Users with permissions can share information in their own unit and all units directly blow.

 
Ex.: User in Local Unit 

Users with permissions can share information in their own unit.

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Assigning roles to new users

When you create a new user you will need to assign a user type. It is possible to assign more roles to a single user, but we recommend that you stick to one when possible.

Go to contacts and press Create user

Select role(s). A user will typically have one role, but it is possible to assign more roles to the same user when needed. 
  

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Changing role(s) on existing users

Go to the user's profile in contacts and select Unit Membership.

 
Press the three dots

Select User Type(s)