Set up and manage role-based permission groups

Set up and manage role-based permission groups

Learn how to set up role-based permission groups and assign users to them.
Permission required: Users with the Settings permission can access this feature.

Set up role-based permission groups

  1. Go to Settings, select Manage Users.
  2. Here, you’ll see a list of current team members and their roles.
  3. Select Add Role.
  4. To edit an existing role, click the edit icon (pencil) next to the access group you want to modify.

Configure role-based permission groups

  1. In the access control window, you’ll need to define the permissions for the role.
  2. Role Name*: Enter a name for the role (e.g., Sales Manager, Service Technician).
  3. Role Description*: Provide a brief description of the role.
  4. Set permissions for various sections and actions within the system by checking the appropriate boxes.
    1. Read: Users can view information.
    2. Edit: Users can modify existing information.
    3. Create: Users can add new information.
  5. You’ll see a list of sections like Contracts, Claims, Affiliates, etc. Toggle the Read, Edit, and Create permissions based on the role’s requirements.
  6. Save updates.

Assign users to role-based permission groups

  1. After creating roles, you can assign users to these groups.
  2. Go to Manage Users, select Add User or edit an existing user, and assign them to the newly created role.



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