Why Roles and Permissions Matter

Setting up roles and permissions lets you control who can see and change information. This keeps your work secure and helps your team stay organized.

Quick Start

1. Go to User Management and click Manage Roles and Permissions.
2. Click Add New Role to create a new role.
3. Fill out the role’s name and description.
4. Set permissions for the role.
5. Assign users and click Save Changes.

Navigate to Roles — open the roles page

From the left-hand menu, click Manage Roles and Permissions. You will see a list of existing roles and a button labeled Add New Role at the top of the screen.

Create a Role — add a new role

To create a new role:

1. Click Add New Role. A form will open where you can enter details.
2. Enter a Role Name.
3. Provide a short Description.
4. Click Submit to save the role.

The new role will appear in your list of roles.

Set Permissions — control what the role can do

Select the role you just created to assign permissions by using the pencil icon. On the right-hand side, you will see permission groups based on Insentric modules.

For most permissions, you can choose:

• Read-Only
• Edit

Some permissions also have an Activate toggle. This lets you turn certain features on or off for that role.

After setting permissions, assign users to this role from the same screen. When you are done, click Save Changes to apply the updates. You can now use this role for the users you create.