Adding a new admin role

Adding a new admin role

Based on your permissions, you will have the ability to add roles to assign against your administrator users. These roles will assist managing the access your admins have within your package. You will allocate a set of permissions relevant to the role and this can then be assigned to admin users as required.

Adding admin roles

  1. Sign in as an "Admin".
  2. In the “Auditor” module select “Settings” > “Location & Admin” > “Role”.
  3. Select “Add New Role” to create a new role for admin permissions.
  4. In the “Role Name” field, type the name you wish to call your role and click “Save”.
  5. You will now need to assign permissions to the new role. To set permissions, select the “Edit Permissions” icon against the role you have created. This will then display available permissions you can select from.
  6. Permissions are listed in the “Enable”, "Create", "Update" and "Delete" columns, which allow for different levels of access:
        1. viewing & actioning
        2. creating
        3. updating
        4. deletion 
  7. Review the permissions and tick in the “Enable”, "Create", "Update" and / or "Delete" columns for the menu features you would like to allocate to this role.
  8. After selecting the desired permissions, select the “Save” button to confirm your changes.
  9. Assign the role the administrator to using the "Add Administrators" icon.

Please ensure you allocate the relevant permissions to users based on the access they should have. You can update and revise the roles/permissions assigned to admin users at any time.



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