Create New, Edit or Remove Access Roles

Access Roles provide the Users the ability to do certain actions and see certain data within Assurance.

Following are steps to create a custom Access Role.

 

1. From the Administration section, click on Access Rights
   
   
2. Select All Roles
   This screen lists the Access Roles and how many Users are currently in them.
   
   
3. Click on + New Role
   
4. Select the relevant Role Type
   Give the Role a Name that enables you to easily identify the role, eg "Complaints Form - Full Access"
   Choose the relevant Rights, Templates, Categories, etc
   
   
5. Click Save

Roles can be edited or removed by clicking on the edit or bin icons next to the specific role.