Go to User Management and click to View Roles & Permissions.
From here, you can edit role titles, configure the permissions assigned to each role, assign users to each role and delete roles.
The role(s) and associated permissions assigned to a user dictate what parts of the system and which features the user can access.
Default roles & permissions
The system offers five default roles with assigned permissions. The first column in the table lists the title used by the system. The second column list typical titles that you may use to describe the same role. The third column lists the permissions assigned to a user who is granted the role.
The original person who set up the account is assigned the administrator role and, by virtue of the permissions which go with this role, can access all parts of the system.
Editing roles & permissions
If you use titles which are different to the system's default options (E.g. you use the term Advisor rather than Agent or Team Manager rather than Team Leader) we strongly recommend that you simply edit the relevant default role before adding a new role.
This recommendation is mandatory for the Agent role because this particular role possesses a number of unique hard-coded permissions that cannot be assigned to any other role. Specifically, users can be assigned to a team and evaluated only if they have been assigned the Agent role.
To edit a role, click Edit at the end of the row of the role you wish to edit...
...to reveal the role's details. Here you can edit the title of the role and edit any of its permissions by checking/unchecking the relevant permissions boxes.
Adding a new role and associated permissions
In addition to the system's default roles, you may also create a list of your our own roles and configure permissions for each of these additional roles.
Remember, before adding a new role, you may simply need to edit one of the system default roles. Before proceeding, please read the section above entitled: Editing roles & permissions.
To add a new role, click Add new role...
...to reveal a pop-up box where you can add the title of the new role.
You might choose to base this new role on an existing role and, if this is the case, you can copy the permissions from an existing role. Alternatively, select the permissions you'd like to assign to the new role by checking the relevant permissions boxes.
Deleting a role
A role can be deleted as long as no active users are currently assigned the role. If this is the case, when clicking Delete on the row of the role you wish to delete, you will be prompted to first remove the role from the relevant users.
To remove a role from a user, you follow the same process as you do when you assign a role to a User but instead of checking the box to assign the role, you uncheck the box to un-assign the role from the user
Because the Agent role has a number of unique hard-coded permissions that cannot be assigned to any other role, this role cannot be deleted from the system.