How do I give Users permissions (Roles) in the Admin Portal?

Giving administrators permissions (Roles) in the Admin Portal

When you give a user access to the Admin Portal, you must also give them permissions (on a tool-by-tool basis) by assigning them roles e.g. individual permissions to access, edit, delete etc.) and role groups (e.g. permissions grouped together so they can be easily assigned to many users with similar needs). Admin Portal permissions are made up of all assigned roles and role groups combined.  

You can grant different permissions for each individual tool in Certaintys Admin Portal. The most common permissions allow the user to:

• Access (view only)
• Edit
• Delete

To assign roles and role groups in the admin portal:

1. Go to 'Administration – Users & User groups – Users'.
2. Add or open a users record to 'Edit'.
3. In the 'Roles & access' section use the ‘Roles’ and ‘Role Groups’ selectors to choose the permissions you want to assign to a user.
4. You can add roles and role groups individually or select the checkbox at the top or the 'Roles' and 'Role Groups' fields to assign all available roles and role groups.
5. Click ‘Save’.

Notes

• We recommend that you start by setting up role groups to later assign to users who all need similar permissions to speed up the process. You can always change or refine a users permissions later.
• Keep in mind that users will learn the system faster and your data will be more secure if each user can see only the tools they need and has the permissions to interact with the data only as required.
• What roles you can give another user depends on your own permissions. You are not able to assign a role you do not have to another user.
• Mobile App users do not need to be assigned roles. 

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