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Create a role

Add a role in one of this company's groups.

Where to find it: Permissions › Roles & Groups, then the plus control. It reads Create New Role. The page title is Create Role.

Set groups first: Manage Roles and Groups. Copy an existing job unless this one is truly new.

Step 1: Choose how to create​

Three steps: Start, Assign Permissions, Add Users. If the top bar shows only two, your role cannot manage users. Confirm & Create then sits on Assign Permissions; ask your fleet admin to add people to the role.

Create Role, step Start. Start from Scratch and Copy Existing Role. Next was not clicked.

  • Start from Scratch sets every permission yourself. Choosing it clears Role Name.
  • Copy Existing Role opens Select role to copy. Next stays disabled until a role is chosen. This sample opened that field and did not choose a role, so no permissions were copied.

Choose how to create this role is required. Next stays disabled until a method is selected and Role Name has text. A name typed before Start from Scratch does not count, because that choice clears it.

Basic Information shows Role Name (placeholder e.g. Project Manager), Description (0 / 200), and Group. Ungrouped is selected. The other chips are Top Level, Senior Management, Middle Management, Team Lead, and Staff. Gerent was not on this screen.

Copy Existing Role selected. Select role to copy is empty. Next is disabled.

Step 2: Assign permissions​

Start from Scratch plus a name opens this step. Next here does not save the role. On a new scratch role every module count is 0, and Next stays disabled until one permission is ticked. This picture is that empty grid. A later tick was used only to reach Add Users. It was not saved.

Assign Permissions on a new role. Every module count is 0. Next is disabled.

You need at least one tick. A copied role can arrive with ticks already on. This sample did not copy a role, so that was not seen.

Filters at the top match the role page: All, Company, Permissions, Workforce, Delivery, Notifications, Insight. Click Delivery to set the day's assign permissions (View Orders, View Order Management, Add Pending Order, Simulate Route, Assign Route, View Run Sheets).

For one permission in a long grid, click the search icon beside the filters and type part of its name into Search permissions.... The grid narrows as you type; No Results Found means nothing matches, so clear the box.

Select every permission in view​

The filters and the square at the far right turn on every permission in the current scope with one click. Three controls on this row match the three items below:

  1. All – with All selected, the square turns on every permission in the grid (it reads Select all permissions in all modules).
  2. A module filter – switch to Company, Delivery or any other module, and the square applies to that module only (for example, it reads Select all permissions in "Delivery").
  3. The select-all square – to the right of the filters; solid means everything in scope is on, a minus means some are, and clicking it flips the whole scope.

Remove what this job must not see:

  • Dispatcher: untick Create Role, Delete Role, Reassign Role, Create Group, Delete Group, Manage API Settings.
  • Warehouse-only: keep View Warehouses and Edit Warehouse Route; untick Assign Route.

Click Next.

Step 3: Add people, then create​

This sample opened Add Users (subtitle Pre-assign users). The columns are Name, Email, Fleet, and Roles. The fleet chips included All Fleets, NSW, and QLD. Confirm & Create was visible and was not clicked, so no role was saved. The people rows are not pictured, because this sample includes personal email addresses. The two pictures are separate parts of that screen.

Add Users. Columns are Name, Email, Fleet, and Roles. People rows are not shown.

Cancel and Confirm & Create. Confirm & Create was not clicked.

The role is not saved until you click Confirm & Create.

If you copied Manager, people already on Manager are selected. Keep them if this job is the same team. Clear anyone who should not get the new permissions. Six controls on this screen match the six items below:

  1. Fleet filters – click All Fleets or a fleet to filter. The count is how many people sit in that fleet.
  2. Search – click the magnifier top-right to open user name or email if the list is long.
  3. Filter to Selected / Unselected – click the funnel top-right to review only who you have selected.
  4. Select all – the square at the table header selects everyone in the current fleet across every page. On All Fleets it reads Select all users in all fleets; on a fleet it names that fleet. Use it only when this job is for the whole fleet.
  5. Row checkbox – click a row or its checkbox to add that person. The Roles column shows what they already hold; adding this new role does not touch those.
  6. Pagination – the list shows 10 people a page. Turn pages with the pager under the table, or show 20 or 50 a page – a person on page 2 is easy to miss.

You may leave every box empty and still create. Add people later on the role Users list (Manage Roles and Groups).

Confirm & Create was not clicked. Role created successfully was not seen. Do not treat a saved role as the result of this sample.

Back out of the wizard​

Once you have picked a method or typed anything, Cancel or Back to Roles asks Discard role creation?.

  • Keep editing takes you back to the step you were on, with every tick still there.
  • Discard role closes the wizard without saving.

Leaving with the browser back button or a left-menu link raises the same dialog.

Change the role after you create it​

A wrong tick does not mean building the role again. Open the role and click Edit Role (custom Active roles only – to switch an Inactive role back on, see Manage Roles and Groups).

  • Change the ticks – at least one must stay on.
  • Click Save in the toolbar. Confirm Permission Changes lists what is Added, what is Removed, and how many people this affects.
  • Read the impact, then click Confirm. Role updated successfully appears, and everyone with the role gains or loses those views straight away.

Back out with Discard in the edit toolbar. It asks Discard changes? once a tick has changed – Discard drops your edits, Keep editing returns you to the ticks. With no tick changed it leaves edit mode straight away.

You'll know it worked when

This sample stopped before Confirm & Create, so a saved role was not seen. After a role is saved, look for it in the group you picked, with the ticks you kept under Permissions, and any people you added on that role's Users list.

Next steps​