How to Set Up User Roles (Admin only)


As an administrator, you can Set up a User Role by going to the Main Menu -->Admin Tab -->Set up -->Roles.

To Create a new role click on “Add a Role” button and give it a name, for example Inspector.

And you will automatically land on the page with "General Permissions."

Click on all the boxes next to the options that you would like this type of user role to have access to or to be able to do.

For example, if you would like the Inspector to be able to just view inspections, click on view (global) box only located in front of the Inspections. If you would like the inspector to also be able to edit and create inspections, check the boxes under create and edit functions respectively.

In essence select all the boxes that apply to the designed user role.

! Note: Choose carefully who to enable with any "Delete" permissions as deletion of items is an irreversible action.

When you are satisfied with the selected options, click on "Save Changes" button.

You can then proceed to the "Required Certifications" tab and select the required certifications by clicking on the icons (the selected item will highlight in blue). When you are satisfied with the selected options, click on "Save Changes" button.


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