How to Create, Edit or Remove Access Roles in Assurance

Access Roles provide the Users the ability to do certain actions and see certain data within Assurance. The following are steps to create a custom Access Role.

Please Note: You will need to have Administrator access to do this. Please reach out to our Service Desk if you require assistance.

1. From the Administration section (accessed via the top right gear wheel), click on Access Rights
   
   
2. Select All Roles
   This screen lists the Access Roles and how many Users are currently in them.
   
   
3. Select on + New Role
   
4. Select the relevant Role Type
   Give the Role a Name that enables you to easily identify the role, e.g. "Complaints Form - Full Access"
   Choose the relevant Rights, Templates, Categories, etc. Do not choose a Category unless you want all items in that Category to be visible to whoever is assigned to this access role.
   
   
5. Select Save

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