Role Management

Role management allows you to manage the default user roles for each user type. Through role management, you can assign access rights and permissions across up to nine different role levels for administrators, ltdcouser, consultants, managers, and workers. Subsequently, each user can be assigned to one of these specified role levels.

Setting specific user roles against a user type

To set specific user roles against a user type using role management, do the following:

1. Navigate to role management in the system section under the system configuration cog.
   
   

   Open

   

   Role management

2. Select the role template from the template dropdown and click choose. You can select from nine different role levels for administrators, ltdcouser, consultants, managers, and workers.
   
   

   Open

   

   The default or existing settings for the role template appears.

3. You can update the role name, if needed. Note that, the role name is shared between role template and role management. Changing the role name in one page will update the other.

4. Select, or deselect the role options (create, write, write all, read, read all, delete, adv read, adv write or switch) to set access or functionality rights against each main role listed on the left-hand side. You can set some additional roles, such as timesheet, expense, and agency. For more information about available user roles, refer to changing user roles.

5. Click Save. You can apply roles of a template to all existing users of the same role level using the apply to all users button. When you change the roles and click on apply to all users, it will update all profiles with the same role. For example, if you make any changes to the manager.role1 template, and click apply to all users; all managers with manager.role1 role will inherit the changes automatically.
   
   

Assigning roles to users

The roles created above can be assigned to different user types as explained below:

1. Choose the desired user type from the profiles. For instance, navigate to profiles and select manager.
   
   

2. Click edit for the user whose role you wish to modify.
   
   

3. Select the appropriate role level in the role dropdown and click save.
   
   

   
   If roles are defined within a template and a user's role is modified, a pop-up will appear asking whether the user wishes to retain their current roles or reset them to match the template's roles.
   
   

   Choose keep roles to continue with the existing role and choose reset roles to continue with the new roles from the role level.