You can give all users in your organization a role in the system. You create the roles yourself. You can also set different customizations for the different roles that will define how much of the system the role in question has access to.
Create a new role
To create a new role, tap [Settings], then tap Roles, before tapping + New role, which is a blue button on the far right of the page.
This pop-up window will then appear on your screen.
Fill in the name you want for the role. You can choose to add users to the role when you create it.
press Select, under Users. A drop-down menu will then appear that shows you all the users in the system.
Check the boxes for the users you want to assign this role to.
Then press Create to create the role.
💡 Tip: Note that you must always have at least one user assigned to a role to have access to your system. For example, if you only have one role with two users and you delete the role, you will lose access to the system. If this happens, contact support and they will give you access again.
Change a role
To change a role, click Change. Here you can change the name of a role and which users are assigned to the role. When you have finished, click Update to save your changes.
Delete a role
To delete a role, tap the three dots next to Change. Then press Delete. This pop-up window will appear. Before you delete the role, you can choose to move users with this role to one of the other roles in the system. Click None to bring up a drop-down menu of the roles in your system. Tap the role you want to move the users to. Tap Yes to delete the role.
Overview of the different roles
The role overview can be found by tapping [Settings] and then Roles. Here you will get a simple overview of all the roles that have been created and which users are assigned to the different roles. Click on the name of one of the roles to see which users are assigned to that role.