How To Create A User Role in Your Account?

Modified on Tue, 18 Jun at 10:36 AM

Adding staff members is an important part of setting up your system. Before doing that, it is crucial for the ‘User roles’ to be set up. Let’s take the example of Clara, she is the Account executive who needs to be added to the system. For us to add Clara, we first need to create an ‘Account executive’ as a role.

Step-by-Step Guide To Create A User Role:

Log in: Log in to your account and access the Settings menu located at the top right corner of the dashboard.

Navigate to User Roles: Within the Settings menu, go to the Core section and click on 'My Data.' In the 'My Data' section, find and click on 'User Roles.'

Initiate Role Creation: Click on the '+ Role' option to start creating a new User Role.

Enter Role Details: Fill in the required information, including Role name, Role type, Description, and App access. Accuracy in these details is crucial for effective configuration.

Role Types:

5.1 Admin: Complete access to the system.

5.2.My Team: Staff access to the system.

5.3 My Customer: Tenant Or Owner access to the Customer Portal or Owner dashboard respectively. These two user roles exist in the system by default.

Module Access: Configure permissions for the role, specifying whether they can View, Create, Edit, or Delete within available Modules. It is recommended not to grant access to 'Setup.'

Reports Access: Define access to reports under the Analytics section. Choose which reports the role can see.

Finalize Role Creation: By following these steps, you can create well-defined user roles tailored to your organizational structure, ensuring efficient communication and access control.

Additional Resources: For a better understanding of the system, we recommend reviewing the article on ‘How To Create A Tenant’ here.

If you have any questions or require assistance during this process, remember support is just a ticket away!

You can reach out to us at support@monktechlabs.com.