Build roles with any combination of 140+ permissions.
Steps
- People > Roles
- Create Role
- Name and describe
- Select permissions
- Save
Tip
To start from an existing role, click the “Duplicate role” icon on its row in People > Roles. The copy opens with the same permissions, data visibility and mobile tab, named “<role> (copy)”: rename it, untick what this role should not have, then save. Every role can be duplicated, Admin included.
Mobile app tab
Each role can choose which destination the fourth slot of the mobile bottom bar holds: Schedule, Assets, Parts, Reports, Team or Profile. Leave it on Automatic and the app decides — Schedule for roles that carry out or plan work, the profile for everyone else. An option is greyed out when the role lacks the permission that screen needs. Takes effect the next time the user signs in.
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