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    Create User Roles and Permissions

    A role is a set of permissions that is assigned to technicians (or other employees) at your company, granting them various access privileges. You can create unlimited roles in the Atera platform. 

    To create a role:

    1. From Admin (on the side panel), click Roles.
    from_Admin_click_roles_with_arrow.JPG
    The Roles page appears.

     
    roles_list.JPG

    Current roles are displayed.

    Note: You can click the role name to edit the role, or click Delete to delete it.
     

    2. Enter a Role Name.
    Add_role_w_arrow.JPG

    3. Then click Add

    The Permissions display.
    Edit_device_permission.JPG

    4. Select permissions by clicking the toggle buttons to the right.

    Note: In the Customers section you can click Add Customer to limit technicians/users to working with certain customers only.
    Add_customer_restrictions_w_arrow.JPG

    Select customer(s) and click Apply

     

    5. When done, click Save

    The new role has been created.
     
     
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    Liron Hanania

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