A user role is a set of permissions that controls what a user can do. Once a role is created, you can assign users to it, which will grant them all the permissions that come with the role. A user can be assigned to one user role.

Go to Administration > User Roles. The page displays a list of existing roles.

Click a user role to see what permissions it grants. Each heading refers to a section of your GrowerIQ site, and each permission under it corresponds to the page that the user will be allowed to access. In the example below, the Accounts permission allows access to the CRM > Accounts page. If the checkbox is cleared, then that page along with its subpages and any functions available on it will be restricted.

You can create a new role by duplicating an existing role, or by starting from scratch.

Under the Actions column, click Duplicate.

Click Add New Role.

The new user role immediately appears, which you can edit right on the spot. Enter a new name for the role, then select the permissions it should grant.

Each permission corresponds to a page in GrowerIQ. If the permission is selected, then the page will be accessible to users assigned to the user role.

To quickly select all permissions under a section, select the checkbox next to the section's name. For example, selecting the QA checkbox will automatically select all QA permissions.

Click Save New Role when you're done.

You can edit a role at any time. Click Edit Roles, then expand the role(s) you want to edit, select the appropriate checkboxes, then click Save Roles.

Note: If you change a user role, it affects every user assigned to it!

Each of the top checkboxes refers to a section of your GrowerIQ site, and each permission checkbox under it corresponds to the page that the user will be allowed to access. For example, if the Accounts permission is selected, access to the CRM > Accounts page is allowed. If the checkbox is cleared, then that page along with its subpages and any functions available on it will be restricted.