Settings | User Roles
What is User Roles?
User Roles is a section within settings that allows for the creation and management of different User Roles that will allow certain users for companies to have explicit access to only the areas needed.
An example of this could mean one type of users only needing access to the Catalog module while a different role may just need Floor module. This can all be controlled by making specific user roles for each user case that can then be reused and managed.
The User Roles section acts as a library of available Roles as well as the options to set them up. A completed User Role will be available in the User creation dropdown set in "Users".
How do I amend existing User Roles?
User Roles can easily be amended by clicking into the listed Role and amending the options and areas of the Platform this role must have explicit access to. Clicking into the one you wish to amend will show you the menus for 'Basic Details' and 'Resources'.
Basic Details will list the Name, Owner and whether or not the role is for Subscription. You can amend these by either changing the name, searching and changing the Owner company or by enabling the Subscription slider.
Resources will show either 'All' or 'Assigned' resources which can be enabled or disabled with the available sliders. You can filter the view to only show specific areas you wish to toggle access on or off to.
Once changes are made on either pager simply click to 'Save Changes' and the User Role will have been amended for you.
How do I create new User Roles?
In order to create a new User Role, you need to simply click the '+ Create Role' button as shown below.
In the set up window the 'Basic Details' will appear first and you will be asked to set the Name, Owner and confirm the Subscriptions slider if this is relevant.
Once you click to 'Save Changes' the ''Resources' tab will be accessible and here you can search for the relevant resources you wish to enable or disable with the slider tools.
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