Understanding and Managing User Roles
Review this support article for more information on understanding and managing user roles.
Step 1
Log in to webCemeteries Management.
Step 2
Click the "Settings" icon at the bottom of the left-hand menu.
Step 3
Click “Users Management" from the left Sidebar, and select the "Roles" tab.
Step 4
Select the orange "+" button on the top right to create a new Role.
Step 5
You'll be required to enter a role name. From there, you can start with a permission template, which will save you time while creating user roles that are mostly read/write or read only. You are not required to use one of the permission templates.
Step 6
Permissions are granted by application. Be sure to set permissions for both Management and Enterprise Sales. Once you've created the new role, be sure to click the save button in the bottom right corner of the page.
Example 1: Grounds Crew
This Grounds Crew role gives full Read/Write Delete access to the Arboretum module, read access to several modules/scopes, and the ability to Read all Work Orders and Write only “Mine,' or the ones assigned to that specific Grounds Crew user.
Example 2: Sales Counselor
This Sales Counselor role primarily gives Read and Write - All permissions to Contracts and Reservations, along with Read and Write ability to some other, relevant modules.
Create a New User and Activate the Role
Now that your new role has been created, you can start assigning users or updating existing users to have that new role. For information on how to Add a New User, please see this guide.