Edit User Roles

Here you can assign and customize various roles within your organization by selecting specific permissions, notification types, and dashboard widgets for each role. This allows for precise control over what functions and areas different users can access and manage. You can create tailored roles such as administrators, technicians, or account managers, each with a unique combination of privileges suited to their responsibilities. Additionally, you can set a tag color to easily identify roles at a glance, ensuring efficient user management across your company.

Prerequisites: Account owners and those with administrator access.

Instructions

1. After completing each stage of Step 1: Setup Company during your onboarding with Suprata, you will see Step 2: Create Your Team expand on the welcome banner. Alternatively, you can click on the tab to expand it.
   
   
   
   
   
   

2. In Step 2. Create Your Team, you will see the hyperlink: Edit User Roles. Click here to enter the Manage Roles page.
   
   
   
   
   
   

3. Click Add Role to enter the New Role page.
   
   
   
   
   
   

4. Name the group and choose a tag color.
   
   
   

5. Click in each field Permissions, Notification Types, Dashboard Widgets, scrolling through the tag options or searching for a tag, selecting all those that apply.
   
   
   
   
   
   
   

6. Once complete, click Save.
   
   
   
   

7. The page should refresh and return you to the Manage Roles page where you will now see your added role.
   
   
   
   
   
   
   
   

8. To continue Company Setup, please click the link Continue Setup at the top of the page.