Purpose Statement

The RO (Roles & Permissions) List allows administrators to view, manage, and organize all roles within the system, including both out-of-the-box roles and custom-created roles. This ensures proper access control, standardized permissions, and efficient user management across the organization.

Background Information

The Roles & Permissions module is a core administrative component that defines what users can see and do within First Due. The RO List provides a centralized table where all roles are displayed and managed.

There are two types of roles:

• Out-of-the-box roles – Pre-configured roles provided by First Due with commonly used permission sets based on typical fire/EMS responsibilities.
• Custom roles – Roles created by your organization to meet specific operational or administrative needs.

The RO List also supports customizable views, filtering, duplication, and bulk actions, allowing administrators to efficiently manage large numbers of roles.

Required Permissions

• Admin – Roles
• Admin – Settings - Read

Video

Step-by-Step Guide
 

Access the List

• Click the First Due logo
• Navigate to Admin
• Select Roles & Permissions
• The full list of roles will display

Customize and Manage Views

• Select the view dropdown (e.g., “All Roles”) to change the current view

• Click the three horizontal dots
  • Select Add View to create a custom view
  • Clone an existing view if needed
  • Copy a direct link to a view for sharing

• Use the Filter option to refine results based on available criteria

Understand Role Types

• Out-of-the-box roles
  • Provided by First Due
  • Include predefined permission sets
  • Actions available:
    • View role details
    • Copy role
    • Download permissions
    • Enable/Disable role

• Custom roles
  • Created by your organization
  • Actions available:
    • Edit role
    • Duplicate role
    • Delete role
    • Download permissions

Duplicate a Role

• Click the duplicate (double paper) icon

• Enter a new role name
• Update the description if needed
• Click Copy
• Recommended for modifying out-of-the-box roles without altering the original

Perform Bulk Actions

• Select individual roles using checkboxes or use the top checkbox to select all

• Choose from available bulk actions:
  • Enable/Disable roles
    • Applies to out-of-the-box roles
  • Remove roles
    • Applies only to custom roles created by your organization

Best Practices

• Duplicate out-of-the-box roles instead of modifying them directly
• Use custom views to segment roles (e.g., active vs inactive)
• Regularly review and disable unused roles to maintain system hygiene
• Apply filters to quickly locate roles in large organizations
• Use descriptive naming conventions for custom roles

Troubleshooting & FAQs

Q: Why can’t I edit an out-of-the-box role?
A: Out-of-the-box roles are system-defined and cannot be edited directly. Duplicate the role to make modifications.

Q: Why don’t I see certain roles?
A: Your current view or filters may be limiting results. Adjust the view or clear filters.

Q: What happens when I disable a role?
A: The role becomes inactive and cannot be assigned to users, but existing assignments remain for record integrity.

Q: Why can’t I delete some roles?
A: Only custom roles can be deleted. Out-of-the-box roles can only be disabled.

Q: What does downloading RO permissions do?
A: It exports the permissions associated with that role for review or documentation.