Roles and Permissions Configuration

Properly configuring roles and permissions ensures users have appropriate access while maintaining security. Set up custom roles or modify existing ones to match your organization's needs.

Accessing Role Management

Navigate to "Settings" → "Roles" to view and manage all roles in your system.

Creating Custom Roles

Step 1: Create New Role

Click "Create Role" or "Add Role" and give it a descriptive name (e.g., "Field Supervisor" or "Billing Manager").

Step 2: Assign Permissions

Select permissions for this role. Common permission categories include:

• Scheduling: View, create, edit, delete appointments and schedules
• Clients: View, add, edit, delete client information
• Time Tracking: View, approve, edit time entries
• Billing: Create invoices, view payments, manage billing
• Employees: View, add, edit employee information
• Settings: Modify system settings, manage users

Step 3: Save Role

Save the role. It will be available to assign to users.

Editing Existing Roles

To modify a role:

1. Click on the role name
2. Review current permissions
3. Add or remove permissions as needed
4. Save changes

Note: Changes affect all users with that role.

Assigning Roles to Users

To assign a role:

1. Go to user management
2. Open the user's profile
3. Select the appropriate role from the dropdown
4. Save the changes

Best Practices

• Follow principle of least privilege - give users minimum access needed
• Create roles based on job functions, not individual people
• Document role purposes and permissions
• Regularly review roles and permissions for accuracy
• Test role changes before deploying to all users