Accessing User Management
Navigate to Settings and select the User Management tab to access role configuration.
Understanding Roles
Roles control what users can see and do within the platform. Each role has:
Role Name – The name used to identify the role
Web App Access – Whether users with this role can log into the web application
Permissions – Specific access rights to different areas of the platform
Default Roles
The system includes several pre-configured roles that cannot be renamed:
Role | Description |
Superadmin | Full access to all areas of the platform. Permissions cannot be modified. |
Service Manager | Designed for managers overseeing service delivery |
Scheduler | Designed for staff responsible for scheduling |
Service Delivery Worker | Designed for frontline staff |
You can still modify the permissions for all default roles except Superadmin.
Creating a New Role
Click the + button located next to the role tabs
Enter a name for the new role in the modal that appears
Click Add to create the role
The new role will be created with no permissions enabled by default. You can then configure the permissions as needed.
Editing a Role
Select the role you want to edit by clicking its tab
Click the Edit button in the top right corner
Make your changes:
Role Name – Update the name (not available for default roles)
Web App Access – Set to "Yes" or "No" to control login access
Permissions – Configure access levels for each area
Click Save to apply your changes, or Cancel to discard them
Configuring Permissions
Each permission can be set to one of three access levels:
Access Level | Description |
No Access | Neither checkbox selected – the user cannot access this area |
Read Only | User can view information but cannot make changes |
Full Access | User can view, create, edit, and delete information in this area |
Note: You can only select one access level per permission. Selecting "Full Access" will automatically deselect "Read Only" and vice versa.
Deleting a Role
Roles can only be deleted if:
They are not one of the default system roles (Superadmin, Service Manager, Scheduler, Service Delivery Worker)
All permissions have been removed (no access granted)
To delete a role:
Select the role you want to delete
Click Edit
Remove all permissions (uncheck all Read Only and Full Access checkboxes)
The Delete Role button will appear at the bottom of the permissions card
Click Delete Role
Confirm the deletion in the modal that appears