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.
To create a new Role, click on the “Add New Role” button.
This will open a new window which will allow you to define the permissions for your new Role.
Define a name for your new Role and select the appropriate permissions.
Check the box next to the permissions you would like to grant to a role. Leave the box unchecked if you would like to restrict permission.
Some permissions will have a required drop-down list to select from. This is used to select exactly which permissions should be authorized for the Role.
Example: Create Documents – Once you have selected the permission to create documents, you can then define if the user can upload documents to the Project or only to specific Tickets.
Once you have selected the desired permissions for the Role, click on ‘Save’ to create your new Role.
At any time, you can edit or delete Roles you have created in your account. To edit or delete a Role, you can click on the 3 dots found to the right side of each Role.
Please note: To delete a Role from your account, there must be no users assigned to that Role.
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.