Manage Roles

To see an overview of the Roles within your Profile card, head to Settings-Manage Roles, as shown below.

Settings-Manage Roles

Manage Roles shows all of the roles you have set in your profile, the number of users in each role, who created the role, and action items. Before going into the different parts of this view, let's cover adding a new role. This can be done by selecting the blue Add Role box in the top right corner. That will bring you to a scrolling page with many different options to choose from:

First, name the new role. In this example, the role is for the boss, so it's named Patron.

Every blue slider is an on/off switch for certain features of the platform. These features are broken down into:

1. Feature Access Management
   
2. ReviewsInbox Control
   
3. Manage Location Edit Control
   
4. Settings Subtab Visibility
   

When set to On, each feature can be changed to Read (read only), Write (can respond pending approval), Publish (can respond/make changes), or Download (can download data).

Add Role-Manage Role

At the bottom of this screen there is the option to 'Select an existing filter'. This is another way to customize permissions even further. For example, let's say you want a store manager to have full access to everything in the platform related to their store, but not any other location. If there is no filter currently created for that, you can create a new filter within the Manage Roles page by selecting the blue box 'Create New Filter'. Selecting that will bring up the criteria for the filter, as shown below. In this example, everything is unchanged except a specific location is selected. In this case it would be helpful to name the filter after the location name.  

Manage Roles-Create New Filter

Now that you have the Roles and Filters created, returning to the Manage Roles screen will allow you to make any changes if needed. Under Actions for the role, selecting the Pencil icon brings you to Role Details. From Role Details you have three tabs:

1. Assign Users

In this view you can select Users in your profile to move into or out of the group. Easily select the users you wish to assign and move them over.

2. Edit

This will bring you to the same slider screen as Add Role. You can change any of the sliders or filters that were set initially. You can not edit a default role.

3. Delete

You can not delete a default role. If you delete a created role, any users in this role will be reset to READ ONLY.

Roles are a great way to structure your team's use of the LocalClarity platform and can be fully customized to your needs.
For additional support reach out to [email protected]

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