Roles

Roles or Titles are used to provide permissions to the software and manage how the user(s) will be displayed. 

                *You must have a role with the proper access assigned to view this area

Creating Roles

1. Once logged in, click Setup on the left-hand toolbar and select Roles.

2. Here you see a list of all current Roles/Positions for your company.
   From the Roles screen you are able to create or edit user roles and specific permissions for your property. 
   
   Click +Roles in the top right corner to create an addition Role. 
   

3. 1)In the Role/Title pop-up, enter the title for this specific role you wish to add.
      *Here we are adding an Administrative Assistant. 
   2) Select the activity level as well as what rights and permissions this role will have. (*an explanation of these permissions are outlined below)
   
   

• Active Role 
• Show Role as POC for Events
• Sees all company items, regardless of assignments 
  • *Use carefully*, Checking this will determine if the role will be displayed as a Point of Contact in the Mobile
• Event App. This creates an Administrator Role which allows this role to see all properties, users, and vendors regardless of how they have been associated. 
• Report Events - Assigned to most roles
• Complete Events - Sign off or mark as all documentation and steps for the Event have been thoroughly followed and completed.
• Manage Company Profile - Normally assigned as an Admin role
• Manage Users - Typically assigned as a Management Role
  • *Note: Users can only see and manage other users associated with their own properties or properties within their group
• Manage Properties - Typically assigned Office Managers
  • *Note: This must be assigned to anyone who is responsible for managing on-call
• Manage Property Group - Normally assigned as an Admin or Corporate role
• Manage Procedures - Normally assigned as an Admin or Corporate role
• Manage Events - Normally assigned as a Risk Management or Admin role
• Delete Events - This permission is usually designated to the Risk Management role.
•                                             *Note: Use carefully
• Manage Vendor Types - Normally assigned as an Admin or Corporate role
• Manage Vendors - Typically assigned to Office Managers
• Manage Event Categories - Normally assigned as an Admin or Corporate role
• Manage Roles - Normally assigned as an Admin or Corporate role
• Manage Subscriptions - This role designates who receives what type of notifications. 

4.  Click Save