Role management

Create roles and control what users can see and do.

Before you begin

• You need permission to manage project settings.

• If you can’t see Project Management, ask a project admin.

1

Open Role Management

1. Open the Deskely web app dashboard.

2. Select Project Management.

Dashboard

Project Management entry point

2

Create a role

1. Select Add New Role.

2. Enter Role Name and Description.

3. Choose where the user can sign checksheets:

   • Web app

   • Tablet app

4. Select Next.

Add a new role

Role creation dialog

Role details

3

Set permissions and finish

1. Toggle modules ON to grant access.

2. Toggle modules OFF to restrict access.

3. Review the configuration.

4. Select Create Role.

Web permissions

Review and create

Next step

Invite or assign users from Manage users.