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. 

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

    • Related Articles

    • Inspection Type - Part 2: Creating and Editing an Inspection Checklist

      Purpose To demonstrate how to create and edit an Inspection Checklist. Related Articles Inspection Type - Part 1: Creating and Editing Inspection Type Inspection Type - Part 3: Forms Inspection Type - Part 4: Email Inspection Type - Part 5: Billing ...

    • Inventory List: Editing Existing Inventory

      Purpose The purpose of this article is to inform users how to edit an existing inventory item in the First Due system. Video Directions 1. Select the Inventory List in the Assets Module. 2. Locate the inventory item that needs editing and click the ...

    • Deleting Roles

      Purpose To explain how to delete roles. Video Directions 1. Click on Admin> Roles. 2. Click the Pencil Icon on the role you want to delete. 3. Write down all users who are currently associated with the role. 4. Click on save when done. 5. You can ...

    • Inspection Record - Adding Permits

      Purpose To demonstrate how to manage Permits when recording an Inspection Record. Video Instructions NOTE: Save the Inspection before adding a Permit(s) to save and retain any data entered in the sections above Permits. 1. Click on Permits. 2. ...

    • Adding Inventory, Equipment, and Kits to Apparatus Compartments

      Purpose The purpose of this article is to demonstrate how to add Inventory, Equipment and or Kits to Apparatus Compartments. Related Articles Video Instruction 1. Click on Assets 2. Click on Apparatus Checks. 3. Click on the desired apparatus. 4. ...