Roles

A role is a collection of permissions that you can assign to users. As the number of users in your organization increases, roles will become particularly useful to you.

Auditflo gives a new account an Administrator role by default. As an Administrator, you can create, modify, or delete roles as per your requirements.

Note: If you account has already been added as a User to an organization, then you will have the corresponding role associated with your account instead of the default role.

Note: You need to add a User in the Users tab to be able to assign a role to them.

How to access Roles

When you first create your account, you can access Roles from your Onboarding page using the Manage Roles & Rights section shown below.

At other times, you can access Roles by clicking on Settings in the left navigation bar and selecting the Roles tab, as shown below.

Once you are on the Roles page, you will see the list of available roles and the number of users assigned to each role.

To see the members under each Role, click on the

icon at the bottom right of the Role card.

A pop-up will appear that shows the list of users having that role, along with an Edit button and Delete button to modify permissions for that role or to delete it, respectively.

Note: To edit/delete roles for individual users, you will need to find that user in the Users tab instead of Roles tab, and make the necessary changes there.

Create a New Role

To create a new role, click on the +New Role button on the top right corner of the Roles screen.

Enter the role name, and select the appropriate settings from the available list.

Under Access Settings, you can choose among Create, View, and Edit functionalities for that particular role (E.g. You may allow a user to View and Edit audits, but not Create them). Tick the checkboxes where you want to grant the role permission.

Under Notification Settings, you can select the type of notification (push, email, SMS, Whatsapp) you wish to send to users in that role for a trigger event (e.g. Send a push notification when a New Audit is created). Tick the checkboxes where you want to grant the role permission.

Once you are done, click on Save.

You will see that the new role has been created on the Roles page! You can now assign users to this role.

Edit an Existing Role

Unable to access certain features? Maybe these have not been enabled for your user Role.

If you wish to make changes to the Access Settings/Notification Settings of users in a particular Role, you can edit the Role.

Note: You need to have an Administrator account or have the privileges of an Administrator account in order to edit a Role.

To do so, click on the Settings tab in the left navigation bar on your screen, and select the Roles tab.

On the Roles page, you will see the list of available roles and the number of users assigned to each role.

To edit the permissions for a specific Role, click on the Edit button at the bottom right of the desired Role card.

The Edit Role page will be displayed.

You can change the name of the Role if required, under the Role Name field.

To modify permissions for users having this Role, select the appropriate settings from the available list, under the Access Settings section and/or the Notification Settings section, depending on your requirements.

Once you are satisfied with your changes, click on the Save button.

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