Roles management allows administrators to precisely adjust the permissions that each user on the account has. The roles manager is very flexible, but it can be hard to understand at first. Let's break it down.
First let's talk about permissions. A permission is the ability to do a specific action on the website. Permissions are defined by the creators of UberWriter, but users like you can grant these permissions to something we will call a Role.
A role is just a collection of permissions. It is a handy way to quickly assign a set of permissions to a user. So rather than assigning dozens of permissions to each user you can group the permissions and assign the role instead.
So to get started, think of all the roles and tasks for the people in your organization.
- Quality Assurance
- Loan Officers
You can rename the default roles to fit your organization, or deactivate roles if they don't fit your needs. NOTE: once a role is created, it can not be deleted. If you don't want a role any longer simply deactivate it on the Roles tab.
Once you have created your roles, you are now ready to assign permissions to each role. Notice how the roles created or renamed previously are now columns on the permissions tab. Go through the table and check the boxes that fit the roles and the needs of their job.
Assign Roles To Users
The last step is to assign each user in your organization to a role. Note how you can assign multiple roles to each user.