Roles & permissions

A role is a set of permissions: which screens a user can open and what they can do there. Users get one or more roles in Settings › Users. This screen lists the roles with their number of users and permissions.

From the side menu, open Settings › Roles & permissions.

Columns

• Role: its name. The built-in Super admin role has a lock icon and shows Built in, cannot be changed.
• Users: the number of users with the role.
• Permissions: the number of permissions given out of all permissions (for example 16 / 42), or All permissions for the super admin.
• Actions: Edit and Delete. A role you hold yourself, or one with permissions you do not hold, cannot be opened and shows Has permissions you do not hold instead.

Click a row to edit the role. See Edit a role.

The built-in roles

• Super admin: holds every permission and passes every check. It cannot be edited.
• Administrator: every permission.
• Data entry: the daily work: the dashboard, SIM cards (view, add, edit, import), assignments (view, add, edit), employees (view, sync from Timesheet), providers and plans (view), invoices (view, add, edit) and reports (view).
• Viewer: views and exports the business screens (dashboard, SIM cards, assignments, employees, providers, plans, invoices and reports) without changing anything. It does not see users, roles, the audit log, settings or API tokens.

How to add a role

1. Click Add role. Confirm your password if you have not typed it in the last 15 minutes.
2. Name the role and tick its permissions.
3. Click Save role.

How to delete a role

1. Click the bin icon on the role’s row.
2. Read Delete role and confirm with Delete. Confirm your password if it is asked.

Caution

A role given to users cannot be deleted: This role is given to N users. Remove it from them first.

Required permissions

Roles › View to open the screen; Roles › Add, Edit and Delete for the buttons.