Roles (formerly Permissions)
Roles in the Unrubble application are one of the key functionalities. First of all, they allow you to define what functions of the application can be used by other users.
Roles
The Unrubble application has several types of roles defined by default:
Employee
,Supervisor
,Manager
,Administrator
.
To find out what permissions each of the roles has attributed:
- Go to the
Team
tab. - In the panel on the left, find the
Roles
section. - Select
Manage
from the menu hidden under the three dots. - Click on the role which scope of permissions you want to know.
Defining your own roles
The main administrator of the account in Unrubble (and people who have been granted such permission) can define their own roles, other than the default ones. To do this:
- Go to the
Team
tab. - In the panel on the left, find the
Roles
section. - Select
Manage
from the menu hidden under the three dots. - Click the
Add
button or copy an existing Role by selecting theDuplicate
option hidden in the three-dot menu next to the existing role. - Name and fill in a description (optional) of the new permission. You can also choose the color of the label with which employees with this role will be marked.
- From the list, select the permissions that you want to assign to the role you are creating. Move the slider next to the selected permission so that it turns blue - this will mean that the person who receives this role will have access to the selected functionality in Unrubble.
- When done, click
Save
.
Duplicate
next to the role you want to copy.Assignment or change of role for a single employee:
After creating a new role, assign it to the employee. To do this:
- Go to the
Team
tab. - Click on the selected employee.
- In the Profile tab, find the
Roles
section and select an appropriate role from the list. - If you do not find the correct permission set on the list, from this level you can add a new role by clicking the
Manage
link. - Click the
Save
button.
Assigning or changing the role of many employees at the same time:
In the new version of Unrubble, you can add and change permissions for many employees at once. To add the same role to more than one person:
- Go to the
Team
tab. - Select the boxes to the left of the names of the employees to whom you want to assign or change the role.
- From the
3-dot
menu in the upper right corner of the main screen, selectBulk Actions
. - From the list of available bulk actions, select the option
Set role
and select the appropriate role from the list. - If you want to overwrite the existing roles of the selected employees, check the
Overwrite existing role settings
option. - Click the
Save
button.
Updated on: 12/06/2024
Thank you!