Before you begin
Audience: Administrators and users with the Manage roles permission enabled can create new roles.
Version: v6 (what does this mean?)
Roles are permission sets that give users different kinds of access to the CMMS. They allow administrators to standardize permissions or edit them in bulk.
To create a new role:
- Navigate to Settings > Roles.
- Click Create.
- In the message that appears, click Create New:
- Enter a name and (optional) description for the role.
- Click Save.
Now that you've created the role, you can configure the permissions associated with it. Once you've finished setting up the permissions, you can start assigning the role to users.
If you want to create a new role with similar permissions as another role, copy the role instead.