Employee Roles allow you to assign preset permissions rather than selecting individual permissions each time you set up a new user. These roles will then be used with orders, estimates, and companies. They are located in your system at Settings/My Business/Employee Roles.
Creating New Roles
1. Add a new role by clicking the plus sign from either the navigation menu or the Employee Roles page.
2. Enter a Role Name and Role Description that will reflect the basic function of this role.
Example: Designer. Has access to the Production Module.
3. Check these boxes if you want this role to be configured with Teams which allows you to select a preset group of roles and employees instead of selecting them individually each time you fill out an estimate or an order.
Note: If you would like to use the Teams feature, contact sales@corebridge.net for upgrade information.
4. If you need the same role to be used multiple times within one team, check the second box.
Example: A Production Team with multiple production crew members on one team and with only one production manager to oversee that team.
5. Role Permissions define which modules can be accessed and what individual permissions are granted to a role. Enable each module that this role will need to access.
6. Grant either Full Access to a module or select individual permissions.
Note: Additional permissions can be granted from a user's Access Details page beyond the basic role permissions granted here.
7. Save the role.
