Manage Roles

You grant permission to use Services Portal software by creating roles, such as Dispatch or Safety, and assigning permissions to the roles. Each user is assigned a role with the appropriate permissions. Initially, you see two roles, Admin and User. Users assigned to the Admin role have all permissions across all applications. The user role has limited access, and can be modified to provide access to the most common tasks your users perform.

You can also create as many special roles as you need, such as Dispatcher or Safety. Click here for more information about application permissions.

Note: Do not delete or rename the User role. If you want a more meaningful role to become the default for new users, create a new role, such as "Dispatcher" and assign it to the default user record.

To create a role

If you're not in Administration, click Administration in the upper right corner.
Click Set Up Roles.
Click Create Role.
Type the role name and description. Name roles for the functions of your company, such as Dispatch or Customer Service.
Check the permissions to assign to this role.
Click Save.

To change a role

If you're not in Administration, click Administration in the upper right corner.
Click Set Up Roles.
Click the role name you want to change.
Check permissions to add to the role. Uncheck permissions to remove them from the role.
Click Save.

To delete a role

You cannot delete a role if users are assigned to the role. First, reassign users to a different role.

If you're not in Administration, click Administration in the upper right corner.
Click Set Up Roles.
Click the role name you want to delete.
Click Delete Role at the bottom of the page.
Click OK.