Setting Up User Roles

Setting Up User Roles

Setting Up User Roles




Setting up your User Roles is a required step no matter which WorkMax modules you have purchased. User Roles are a set of employee permissions that will allow, or restrict, certain features within the WorkMax system.

The follow are the steps to set up a new roles:

1. Click the Settings drop-down and select User Roles.




2. Click the New and select the appropriate module. User Roles are divided into each of the WorkMax modules, with the addition of System Roles.  Under each module you can have many different User Roles, each with a different set of permissions. You will need to create at least one User Role for each module you will be utilizing so that you can apply it to employees later.



Each Module has its own set of permissions for both the Control Center and mobile apps. In the articles are the permissions lists and a description of each one.

3. Enter a role name and select the appropriate permissions for the new role.



 For example: If I do not want an employee to be able to create new form templates, but I do want that employee to be able to fill out and submit digital forms, then I would create a FORMS User Role with only the 'Execute Form Submissions' privilege checked. I would title this 'Form Submissions Only' so that during the employee setup process I know to apply this User Role to the appropriate employees. 



4. Click Save to save the new role.





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