Add Roles

The Add Roles feature allows administrators to define and customize user roles for improved access control and system organization. By naming the user group and assigning a Tag Color, roles can be visually distinguished for clarity. Administrators can configure Permissions, specify Notification Types, and assign Dashboard Widgets, ensuring users see only relevant tools and information based on their role.
This feature enables businesses to streamline workflows, improve security by controlling user access, and tailor the Suprata platform to meet the unique needs of their teams and departments.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the main Dashboard, click the Administration tab.
   
   
   
   
   
   
2. You will enter the Administration Dashboard.
   
   
   
   
   
   
3. Click on Team Settings.
   
   
   
   
   
   
4. Click User Roles to enter the Manage Roles page.
   
   
   
   
   
   
5. Click Add Role to enter the New Role page.
   
   
   
   
   
   
6. Name the group and choose a tag color.
   
   
   
   
7. Click in each field Permissions, Notification Types, Dashboard Widgets, scrolling through the tag options or searching for a tag, selecting all those that apply.
   
   
   
   
   
   
   
   
8. Once complete, click Save.
   
   
   
   
9. The page should refresh and return you to the Manage Roles page where you will now see your added role.