Overview – 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.
- Add New Role (For more information, see „Create Roles“)
- Edit or delete a Role (for more information, „Manage roles“ below)
- Search Roles
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.
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.
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.
In the account-view, manuals and FAQs are available. If you have any further questions, suggestions for improvement or comments, please contact: firstname.lastname@example.org. Alternatively, click on “Support” in the web platform and send us your request.