Managing Roles

This article explains how you can create, configure and manage "Roles" within LocataPro. Roles are essential towards effective and secure user management - as they allow you to define permissions on a role basis rather than an individual user - making generic changes across the userbase far easier. This is called Role-Based-Access-Control (RBAC).

TABLE OF CONTENTS

• Permissions to setup and manage roles
• Creating a new Role

Permissions to setup and manage roles

In order to create and manage roles, you'll need the relevant permissions. A user with the appropriate permissions can grant you these following the below steps:

1. Click Settings
2. Click Users
3. Edit the user requiring the permission
4. Grant the "Make Changes to Roles" permission
5. Save changes

Creating a new Role

Once you have the correct permissions, you will be able to edit and create new roles. If you'd like to create a new role from scratch, follow the below steps.

1. Click Settings
2. Click Roles
3. Click "New Role"
4. Give your new role a name, and apply any permissions that you'd like this role to have by default. 
5. Click Save

Did you know: For guidance on what each permission does, see this article. 

Note: Enabling "Show on HPA2 Dashboard" for your role will enable you to filter your dashboard based on this role - so for example we set up a role called "Test Team" enabling users within this team  to filter out other users and only see their own team's users on the dashboard.