User Roles
What are User Roles?
User Roles enable users to effectively manage and control specific sections of the platform, depending on their assigned roles.
What are the types of Roles?
User Manager- this user can add new users and control access to the reports each user can see
Billing Manager- this user has access to the invoice history and can update billing details
Admin - This user has full control of all functions and can assign/de-assign roles
File Upload- this user can upload files to the platform and view the file history
An admin user will only have admin privileges if they have permissions for all roles, including Billing Manager, User Manager, and File Upload.
How do I assign a Role?
An admin can only assign a role to a user. There are two ways you can assign a role to a user:
- If you are adding a new user to the platform you can assign the roles when adding them. Use the toggles to allow permission for each of the roles.
- If the user is already set up then you can assign the roles from the User Management menu. From the side menu open User Management, under the Actions menu click "Edit", this will bring up your Edit User menu and the User Roles are at the bottom.
If a user does not have access to a specific role, an error message will ask them to contact the admin user.