4.0 Adding a Role
Adding a Role
4.0 Excerpts: User Journey Info/Warning
Users must be granted the Role manager permission by an administrator to modify roles
👥 User Journey
User Journey – Adding a Role
4.0 Excerpts: User Journey Setups
📋 Setup
Click Admin in the side menu
Select Roles from the Admin sub-menu
In the header bar, click the expander arrow if the filter options are hidden
📘 Steps
1️⃣ Click the Add new role button
2️⃣ Enter a name
3️⃣ [optional] Enter a description
4️⃣ [optional] Hover over a role to view its description
5️⃣ Select permissions for the role using the checkboxes
6️⃣ Click Save
:note: Notes
A role is a set of permissions for Forrit One features
Roles can be assigned to users to grant them permission to specific features
Warnings
4.0 Excerpts: User Journey Info/Warning
This feature is not Task-protected – changes, including deletions, are effective immediately and are not reversible
4.0 Excerpts: User Journey References