Managing User Roles / Permissions
Roles are groups of permissions given to users that control what the users can Do | See | Manage.
During initial setup, we configured rolls that met your needs. You are welcome to create new roles as your needs change. If you need assistance managing or creating roles, please reach out to PSTracker support.
Navigate to Your Name => Admin Tools.
Click the User Roles card.
You will be redirected to the Manage Roles page.
You will also see the User Sub Menu giving you quick access to other user management topics.
The Manage Roles page lists out each role and displays the permissions assigned to each role.
Align Button
The Align button is an important feature when managing Roles.
The Align Button is used to push an edited roles permission set out to the employees currently assigned to the role.
You must Align a role after you Edit a role to push the updated permissions out to the employees currently assigned to the role.
Create New Role
In this process you build a new role from scratch.
From the sub-menu, click Add Role.
A modal opens where you enter a name for the role and use the multi select list to add permissions to the role. When ready, click Add New Role.
The new Role is now available to assign to employees.
Duplicate Existing Role
Duplicating an existing role is the easiest way to add a new role. We recommend you use the role that most closest fits your needs and duplicate that role.
To duplicate a role, using the modules sub-menu, click Duplicate Role.
A modal opens where you select the role to duplicate, enter a name for the new role, and use the multi select list to add permissions to the role. When ready, click Duplicate Existing Role.
The screen refreshes and you see your newly duplicated role.
Click the Edit button for the newly created role.
Use the multi select field to modify the permissions to meet the needs of this new role.
Click Update Role to complete the edit.
Editing an Existing Role
Click the Edit button for the row you wish to manage.
Use the multi select lost to select list to add or remove permissions.
Click Update Role to complete the edit.
IMPORTANT: Modifying a Role DOES NOT pus the new permissions out to the employees. you MUST click the ALIGN button to push the edited permission set out to the employees.