Purpose Statement

Define and control what users can access within the First Due platform by configuring permissions at the role level, ensuring proper security, access control, and operational efficiency.

Background Information

Roles in First Due are used to group permissions that determine what users can see and do within the system. The Permissions tab within a role allows administrators to assign access across all available modules.

Permissions are module-based and tied to your organization’s enabled features. Not all permissions may be available to assign, depending on both system access and the administrator’s own permission level.

Permission Groups are available to streamline the process by allowing multiple permissions to be applied at once. Additionally, search and bulk selection tools help improve efficiency when managing large permission sets.

Required Permissions

• Admin - Roles
• Admin - Manage Permissions
• Admin - Settings - Read

Video

Step-by-Step Guide
 

Access Roles & Permissions

• Click the First Due logo
• Navigate to Admin
• Select Roles & Permissions

Create or Edit a Role

• Click Add Role to create a new role

• OR click the pencil icon to edit an existing role

Navigate to the Permissions Tab

• Once inside the role, select the Permissions tab
• Review the list of available modules and permissions

Assign Permissions

• Select permissions by toggling them on

  

   

Understand Permission Restrictions

• Grayed-out permissions indicate you do not have access to assign them
• You cannot grant permissions that you yourself do not have

Use Permission Groups (Optional)

• Apply pre-built permission groups to quickly assign multiple permissions
• This helps standardize access across roles

Use Bulk Selection Tools

• Use Select All / Unselect All within permission categories (buckets)

• Speeds up large-scale permission assignment

Search for Specific Permissions

• Use the search bar to locate specific permissions
• Matching permissions will display dynamically

• Click results to view and assign them

Exit Search View

• Close the search to return to the full permissions list

Save Changes

• Click Save to apply updates to the role

Best Practices

• Assign permissions based on job function, not individuals
• Use permission groups to maintain consistency across roles
• Regularly audit roles to ensure least-privilege access
• Avoid over-permissioning users, especially in administrative modules
• Test new roles with a non-admin account before deployment

Troubleshooting & FAQs

Q: Why are some permissions grayed out?
A: This indicates you do not have the required permission to assign those settings to others.

Q: Why can’t I see certain modules?
A: Your organization may not have those modules enabled in your system.

Q: How do I quickly assign many permissions?
A: Use permission groups or bulk select options within each permission category.

Q: Why aren’t my changes applying?
A: Ensure you click Save before exiting the role configuration.

Q: Can I customize permissions beyond groups?
A: Yes, individual permissions can be manually enabled or disabled as needed.