What is Roles & Permissions?
Designed specifically for Admin users, Roles & Permissions enables Organisation Admins to configure user roles and permissions with greater granularity than ever before.
In addition to the default Admin and User roles, admins can now create Custom Roles with tailored permissions to suit their organisation's specific needs. Roles & Permissions also provides clearer visibility into existing default roles and the permissions they include.
Who can use Roles & Permissions?
Roles & Permissions is available to Organisation Admins who manage user roles within Access Evo. With Custom Roles, Admins can delegate responsibilities by granting selected users the ability to manage roles and permissions.
Key capabilities overview
Roles & Permissions allows organisation admins to:
Create Custom Roles
1. Blank Template - Start from scratch with no permissions.
2. Admin Template - Pre-filled with standard Admin permissions.
3. User Template - Pre-filled with standard User permissions.Manage Permissions
Add, remove, or adjust permissions to match organisational needs.Delete Custom Roles
Remove roles that are no longer required.
How to use Roles and Permissions
📌Note: You will only see the menu option if you are an Organisation Admin or have been granted access via a Custom Role.
To locate the Roles and Permissions options:
Log in to the Access Evo platform.
Click your Avatar.
Select Roles & Permissions from the menu.
How to view or modify permissions for a role
📌Note: Default Roles can be viewed but not edited.
To view or modify the permissions for a specific role, simply:
Select a role from the Roles menu (left-hand side).
View the role name and description.
Click the Permissions tab to see the role's permissions.
Expand sections to view details.
Click Save (top-right) to apply any changes.
How to create a custom role
The below steps follow the process to create a custom role:
In the Roles menu, click Add.
Choose a template: Blank, Administrator, or User.
Enter a Role Name and Description.
Click Create Role.
How to delete a custom role
To delete a custom role, simply:
Select a Custom Role from the Roles menu.
Click Delete.
Confirm the deletion in the pop-up modal.
How to assign a role - individual
You can easily assign an individual role following the steps below:
Navigate to Members in Access Evo.
Click the 3-dot menu for a member.
Select Manage Roles.
Choose the desired organisation role.
Click Save Changes and confirm in the pop-up.
How to assign a role - bulk
If you're looking to assign a role in bulk, simply:
Navigate to Members in Access Evo.
Use the tick icon to select multiple members.
Click Add on the right-hand side.
Select Assign Organisation Role.
Select the desired role.
Click Set Role > Apply > Confirm in the pop-up.
Best practice for creating custom Roles
Follow these best practices to ensure effective role management:
Assign the least privilege necessary for users to perform their tasks.
Review roles regularly to ensure they reflect current needs.
Use clear, descriptive names for each Custom Role.
Set guidelines around assigning administrative privileges.