Documentation

User roles

Author: Łukasz Strumiński

Created: 2022-12-29. Updated: 2022-12-29.

Roles are a parameter that allows you to group users and give them permissions. By creating a role, you specify what tabs users assigned to it will have access to. Most often, agents have limited access and cannot see configuration parameters and most reports.

By creating roles, the configuration process is much faster - instead of granting permissions to individual users, you just need to give them the right role. In case you need to add or remove permissions for agents, all you need to do is edit the role - the changes will be made for all users assigned to the role.

From the Administration tab, select Users → Roles.

By default, you have two roles created in the system - Agent and Admin.

By selecting from the Permissions column you can see what tabs are visible for this role.

Let's move on to creating a new role - click the button on the right side above the table.

In the field, type the role name and click .

The created role will appear in the table - click the button to grant access to tabs and modules.

By checking the appropriate checkboxes, select what users assigned to this role will have access to.

Then click .

You will be able to add the newly created role when creating or editing a user (Administration → Users → Users).