How to assign roles

When to assign roles

You assign roles when:

• Creating a new user

• Updating an existing user’s access

• Changing responsibilities within your team

Correct role assignment ensures both efficiency and system security.

Assign roles to a user

Follow these steps to assign roles:

1. Go to Administration → Users
2. Find the user you want to update
3. Click “Roles” next to the user
4. Select or update the assigned roles
5. Save the changes

Understanding roles

Roles control access across the system.

Each role defines:

• What modules the user can access

• What actions they can perform

• What data they can view or edit

Users can have one or multiple roles.

Common role types

Typical roles include:

• Admin – Full access to all modules and settings

• Maintenance planner – Plan maintenance and manage work orders

• Mechanic – Execute work and log activities

• Production controller – Oversee execution and workflows

Assign roles based on the user’s actual responsibilities.

Best practices for assigning roles

• Only give users the access they need

• Avoid assigning unnecessary roles

• Use combinations of roles instead of overloading one role

• Review roles regularly to keep access accurate

What happens after assigning roles

Once roles are updated:

• The user’s access is updated immediately

• New permissions are applied across modules

• The user can perform actions based on their role