Help CenterA 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.
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To create a role: 1. From Admin (on the side panel), click Roles. |
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| The Roles page appears. |
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Current roles are displayed. Note: You can click the role name to edit the role, or click Delete to delete it. |
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2. Enter a Role Name. |
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3. Then click Add |
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The Permissions display. |
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4. Select permissions by clicking the toggle buttons to the right. |
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Note: In the Customers section you can click Add Customer to limit technicians/users to working with certain customers only. |
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Select customer(s) and click Apply
5. When done, click Save The new role has been created. |
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Liron Hanania