Roles and Permissions

In extro the role model controls which functions and areas users can access.
There are three predefined standard roles:

• Administrator

• Project Manager

• Employee

These standard roles are not directly editable.
For individual requirements, you can create new roles or duplicate and customize existing roles.

Procedure

Open role management

1. Open Settings  →  Roles and Permissions

Understand the standard role overview

1. In the overview, you can see all existing roles as columns

2. The three standard roles (Administrator, Project Manager, Employee) are predefined

3. These roles cannot be changed

Permissions are displayed for each module and distinguish between:

• no permission

• limited permission

• full permission

Add a new role

• Select New Role

• Assign a unique role name 

• OK → The new role is now displayed in the role overview.

 

Define permissions for the new role

1. Select Edit

2. Select the newly created role

3. Define the desired permissions for each module

4. Save

 

Create a role by duplicating

This method is suitable when a new role differs only slightly from an existing one.

1. For the relevant role, select the three dots Duplicate

2. Name the duplicated role

3. All permissions from the original role are retained

4. Select Edit

5. Define the desired permissions for each module

6. Save

In short

1. Standard roles are predefined and cannot be edited

2. Custom roles are created or duplicated

3. Permissions are managed transparently by module
    

Overview of roles and permissions

Duplicate role