Adding, Copying, and Editing Roles

Adding, Copying, and Editing Roles

Purpose

  1. To explain the process of adding new roles.

  2. Roles are used to define levels of responsibility within your organization. Roles enable local First Due admins to granularly manage access to system modules functionality.
TIP: Roles can be Rank, Personnel, or Area of Responsibility-based.  We recommend having an internal discussion among your decision-makers to determine your needs for creating roles.

Video




Directions

1. Click on Admin> Roles.





2. Here, you will see all the roles within your department. Click Add Role. 


Here, you will see all the roles within your department. Click Add Role.



3. Fill in the name and description.


Fill in the name and description.



4. Type in a User that you wish to add to the role, and select Add User. 


Type in a User that you wish to add to the role, and select Add User.



5. Finally, determine the permissions that you want to give individuals within the role. When done, click Create. 


Finally, determine the permissions that you want to give individuals within the role. When done, click Create.



6. From the Roles Page, we can duplicate existing roles by selecting the two papers.


From the Roles Page, we can duplicate existing roles by selecting the two papers.



7. A pop-up appears, allowing you to change the name and description. When done, click Copy. 


A pop-up appears, allowing you to change the name and description. When done, click Copy.



8. To edit a role, click the pencil and you will be able to adjust the permissions. 


To edit a role, click the pencil and you will be able to adjust the permissions.



9. Determine the permissions that you want to give individuals within the role. When done, click Create. 

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Determine the permissions that you want to give individuals within the role. When done, click Create.

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