Knowledge Base – Roles

In this article, you will learn about the following:

  1. Overview
  2. Create Roles
  3. Manage Roles

To manage Roles in your account, hover over the ‘User Management’ tab and then click on ‘Roles’ via the navigation bar.

Here you can grant In-House Users certain permissions, which will give them differing levels of access to Tickets, Project, Documents and Project Reports within PlanRadar. You need to assign roles to inhouse users for each project they are a member of. Roles can only be assigned to inhouse users.

1. Overview

  1. Create group (For more information, see „Create Group“)
  2. Edit or delete a role (for more information, see „Manage roles“ below)
  3. Show Next / Previous page
  4. Entries per page

2. Create Roles

To create a new role, select the menu item “Roles” in the navigation bar and go to the “Create new role” button. It opens a new window by selecting the individual permissions.

By default, the administrator role is predefined. This can be renamed and adapted as desired.

Define a name for the new role and select the appropriate authorizations.

The pen or trash can icon allows you to change or delete roles.

3. Manage Roles

You can also access the “Roles”-view via the navigation bar and select the Role you want to make changes to. Make these changes in the following mask and then click on “Save”.

In the account-view, manuals and FAQs are available. If you have any further questions, suggestions for improvement or comments, please contact: [email protected]. Alternatively, click on “Support” in the web platform and send us your request.

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