This article guides on configuring user roles following the release of the new version. Reviewing existing users and verifying their roles and permissions is essential to ensure users have the same permissions as in the previous version. You may need to create new roles and assign them to existing users if it's necessary.
Why do you need to create a new role?
In the new version, we changed how user roles and permissions are represented. In the previous version, we had 3 types of roles and some permissions were added at the user level. In the new version, we have 2 types of roles: Admin and Technician, and you can create new roles based on these types and assign specific permissions to each role. You can find detailed instructions on how to create a new role in this article User roles and Permissions
Updating Admins
In the previous version, there was an option to add a few additional permissions to users with the Admin role:
'View/Edit Settings';
'View/Edit My Account';
'View dashboard'.
Please note that 'Mobile Access' is not a permission. You must create an Admin role and grant mobile access at the user level. For instance, in your account, two users may have the same Admin role, but one has mobile access, while the other does not.
The new version has a default Admin role - 'Adminsections' with access to all sections except the 'Manage role'.
Create an Admin role without access to Settings
If you have an Admin user who doesn’t need to have access to the Settings (Water tests, Dosage groups, Products, Sanitisers, Surface types), navigate to Setup - Team - Roles and click the 'Add role' button
