Purpose Statement

The Roles List provides a centralized management interface for viewing, creating, editing, and organizing user roles within the Fire/EMS software platform. This feature enables administrators to efficiently manage access permissions across their organization, ensuring users have appropriate access to system features based on their responsibilities and position within the department.

Background Information

User roles are fundamental to maintaining security and operational efficiency in Fire/EMS operations. The Roles List serves as the primary hub for role management, allowing administrators to define custom permission sets that align with department hierarchy and operational needs. Common use cases include creating specialized roles for field personnel, dispatchers, training officers, and administrative staff, each with tailored access to relevant system features.

Required Permissions

• Roles 

Video

Step-by-Step Guide

1. Access the Roles List

Navigate to Admin > Roles & Permissions from the main navigation menu to access the Roles management interface.

2. Search for Specific Roles

Use the search field at the top of the page to quickly locate specific roles by name or description.

3. Customize Display Columns

Click the Show drop-down menu to select which columns appear in the roles list, allowing you to customize the view based on your needs.

4. Add a New Role

Click the Add Role button to create a new role with custom permissions tailored to specific user groups.

5. Bulk Delete Roles

• Select roles for deletion by clicking the checkboxes next to each role name
• Click the Trash Can icon to initiate bulk deletion
• Review the confirmation pop-up to ensure you want to delete the selected roles
• Click Confirm to complete the deletion
  

6. Individual Role Actions

In the Actions column for each role, you can:

• Duplicate a Role: Click the Double Paper icon to create a copy
• Edit a Role: Click the Pencil icon to modify permissions and settings
• Delete a Role: Click the Trash Can icon to remove a single role
• Download Permissions: Click the Download icon to export a list of assigned permissions
  
• Deactivate a Role: Click the X to deactivate any First Due Out of The Box permissions
  

7. Duplicate Role Process

When duplicating a role:

• A pop-up window will appear
• Enter a new role name in the designated field
• Add a descriptive role description
• Click Copy to create the duplicated role with identical permissions
  

Best Practices

• Establish a clear naming convention for roles that reflects department structure and function
• Regularly audit roles to remove unused or redundant permission sets
• Document the purpose and scope of each custom role for future reference
• Use role duplication when creating similar permission sets to save time and ensure consistency
• Export permission lists before making significant changes for backup purposes
• Limit the number of users with role management permissions to maintain security
• Review and update roles quarterly to align with organizational changes

Troubleshooting & FAQs

1. Q: Why can't I see the Roles option in the Admin menu? 
   
1. A: Verify that your user account has the "Manage Roles" or "View All Roles" permission assigned.
   
2. Q: Can I restore a deleted role? 
   
1. A: Deleted roles cannot be restored directly. Keep exported permission lists as backups to recreate roles if needed.
   
3. Q: Why does the duplicate role feature fail? 
   
1. A: Ensure the new role name is unique and doesn't exceed character limits. Check that you have creation permissions.
   
4. Q: How many custom roles can I create? 
   
1. A: There is typically no hard limit on roles, but best practice suggests keeping roles streamlined and purposeful.
   

Related Articles

• Creating or Updating a Role: Users
  
• Creating or Updating a Role: Permissions
  
• Creating or Updating a Role: Configuration
  
• Updating Roles: Audit Log