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Add a role to your organization
Add a role to your organization

Customize the rights and privileges of roles within your organization

Tech Support avatar
Written by Tech Support
Updated over a week ago

While AWEbase comes with a number of default roles (such as Manager and Coordinator),  you can add and modify roles to better suit your organization and its workflow. The easiest way to add a new role is to duplicate an existing role, then add and remove permissions to create the exact role you need.

  1. Click on the “Settings” button at the bottom left of the screen to reveal the settings panel.

  2. Go to the “User Management” screen.

  3. Select the “Roles” tab.

  4. Click the “Create Role” button to open the "Create Role" pop-up window.

  5. Enter a new, unique name for the new role.

  6. Choose an existing role on which to base the permissions of the new role. (You can change the permissions of the new role as you wish, but they default to the same as the base role.)

  7. Click the "Confirm" button to create the role and close the pop-up.

To change the permissions of your new role, click on its name, then on the "Edit" button. When you're done making changes, click the "Save" button to save those changes and close the editor.

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