What are Roles?

A Role is a group of permissions that can be assigned to users.

Roles make managing user access easier by allowing you to configure permissions once and apply them to multiple users. Typically, roles represent job functions, such as Sales Person or Delivery Person, but they can also be created for specific tasks or responsibilities.

Behaviour

• Roles contain a predefined set of permissions
• Users can have multiple roles assigned if required
• User-specific permissions can be adjusted when someone needs access different from their assigned roles

Rather than creating a unique role for every user, it is recommended to create roles that fit common responsibilities and use individual user permissions for exceptions.

Default Roles

When your Quick Docket account is created, several default roles are automatically generated to help you get started.

These roles can be:

• Modified to match your business requirements
• Removed if they are not needed

Fields

• Name
  The name of the role