Roles

Created by Madison Gough, Modified on Tue, 2 Jun at 2:44 PM by Madison Gough

Roles

The Create Role page lets administrators define what people can see and do. Configure the role’s name, level, scope, and the specific permissions it grants.

Fields

	Description
Role Name*	A unique, descriptive name (e.g., Manager, Site Supervisor).
Level	Sets the administrative tier. For example, COMPANYADMIN grants company-wide administration.
Scope	Defines where this role applies: SELF — Only the person's own data. LOCATION — Permission to perform actions within any location the person has access to. COMPANY — All locations and users in the company.
Permissions	Tick the checkboxes for the actions this role should allow. Each entry shows a permission name and a short description.