To access this guide as a PDF click here: Enerflo-Guide_Admins-How-to-Create-User-Roles.pdf
STEP 1
Creating and assigning roles gives control over what your users can and cannot access.
Navigate to Settings > Org > Roles.
STEP 2
On the Roles page, you can Edit Existing OR create a New Role.
To Edit, click the Role Name to update its permissions or assigned users.
To create a New Role, click the + New button
STEP 3
Base Role
The Base Role is automatically created and applied to all users, and is the minimum set of permissions for a user within an organization.
Creating a New Role
Creating a new role will allow you to grant permissions to a group of specific users.
Click the +New button in the top right hand corner.
Give your role a Name and Description, and then click Save.
STEP 4
Updating Existing Role Permissions
Click on the Role’s Name to update its permissions or assigned users.
Permissions are updated on the details tab
Assigned Users are updated on the users tab.
Select the Permissions you’d like this role to grant, and click the Save Changes button.
STEP 5
Adding Users to a Role
Click to the Users Tab on the Role Page and click the +Add button.
Search for Users by Name to assign the role.
Click the Red Trash Can icon in the Actions Column to remove any Users from the list.
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IMPORTANT REMINDER
If you want to grant permissions to ALL existing and future users
within your organization, add the desired permissions to Base Role.