Set up and manage role-based permission groups
Learn how to set up role-based permission groups and assign users to them.
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Permission required: Users with the Settings permission can access this feature.
Set up role-based permission groups
- Go to Settings, select Manage Users.
- Here, you’ll see a list of current team members and their roles.
- Select Add Role.
- To edit an existing role, click the edit icon (pencil) next to the access group you want to modify.
- In the access control window, you’ll need to define the permissions for the role.
- Role Name*: Enter a name for the role (e.g., Sales Manager, Service Technician).
- Role Description*: Provide a brief description of the role.
- Set permissions for various sections and actions within the system by checking the appropriate boxes.
- Read: Users can view information.
- Edit: Users can modify existing information.
- Create: Users can add new information.
- 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.
- Save updates.
Assign users to role-based permission groups
- After creating roles, you can assign users to these groups.
- Go to Manage Users, select Add User or edit an existing user, and assign them to the newly created role.
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