Add or edit roles to set up permissions

Overview: Roles within Workforce allow users to have different permissions to access different functionalities on the system. Each role has a switch to allow or restrict access to different areas of the Workforce system to any user it is assigned to.

Start from: The Configuration Dashboard.

• Select Configuration  from the main menu.
• Select Roles  from the Configuration page to open the Roles list.

Note: If you have access to multiple operators, you can select the operator to configure using the Change Operator dropdown list beneath the main Roles list.

Adding, renaming or deleting a role

• Select Roles  from above the Roles list to open the Roles Setup panel.

The Roles Setup panel shows a list of all the current roles which have been created for the system.

• Enter a name in the Add Role text field.
• Select Add  to create the new role.
• Select Edit  for an existing role to enter a new name for it.
• Enter the new name in the text field.
• Select Accept  to rename the role, OR select Cancel  to discard the change.
• Select Delete  for an existing role to delete it.

Note: Deleting a role is irreversible, and you will be prompted to confirm the action before the role is removed.

• Use  to close the Roles Setup panel.

Setting up permissions for a role

Each existing role permission is listed on the Roles list page. Each entry in the list represents an individual permission for access to the functionality in the Menu and Submenu column, for the role in the Role column.    

• Use  to search the list OR use Filter  to show only the permissions matching certain parameters.

Note: The search option uses all columns of the list. For example, searching for 'Administration' will show only the Users > Administration access permissions for all current roles.

• Use the switch at the end of each row to enable  or disable  access permission for the functionality in Menu > Submenu, for that role.
• Select Disable All  OR Enable All  to enable or disable every access permission currently displayed in the list.

Note: Permission changes will take effect as soon as the relevant switch is set.

When access permissions for roles are changed, any users assigned those roles will immediately be able to access, or be denied access to, the relevant functionality.