Roles & permissions

A role is a named set of permissions, and users get what their roles allow. The Roles & permissions screen lists every role, how many users hold it and how many permissions it gives. Use it to add a role for a new job, change what a role allows, or remove a role that is no longer used.

How to open roles

1. From the side menu, open Administration.
2. Click Roles & permissions.

What’s on this screen

• Add role: opens the role editor to create a role.
• Search roles…: finds roles by name.
• Table columns:
  • Role: the role name. The Super-admin role carries the System tag and the note “Holds every permission. It cannot be renamed, changed or deleted.”
  • Users: how many users hold the role.
  • Permissions: how many permissions the role gives out of the total, for example 119 / 132.
  • Actions: the pencil icon opens the role editor and the bin icon deletes the role. A locked role shows a lock icon and an eye icon instead, which opens it read-only.

How to delete a role

1. Click the bin icon of the role.
2. Check the name in Delete role and click Delete.

Rules

• The Super-admin role cannot be renamed, changed or deleted.
• You cannot change or delete a role you hold yourself (unless you are a super-admin). Such a role shows “You hold this role, so you cannot change it.”
• A role that is given to users cannot be deleted. The system replies “This role is given to N user(s). Remove it from them before deleting it.” Remove the role from those users on the Users screen first.

Note

Viewing roles needs the List permission of Roles & permissions. Adding, editing and deleting need its Create, Edit and Delete permissions.