A role is a set of permissions assigned to technicians (or other employees) at your company, granting them various access privileges. You can create unlimited roles in the Atera platform.
This article describes:
Creating a role
1. From Admin (on the sidebar), click Roles.
The Roles page appears.
2. Enter a Role Name and click Add.
The Permissions page appears.
4. Select permissions by clicking the toggle buttons to the right.
5. Once you have set the desired permissions, click Save to create the new role.
Editing a role
1. From Admin (on the sidebar), click Roles.
The Roles page appears.
2. Select the role you want to edit.
The Edit Role page appears. From here, you can modify the role name and permissions.
Limiting access to specific customers
You can use Roles to limit a technician's access to one or multiple customers.
1. From Admin (on the sidebar), click Roles.
2. Select the role you want to edit.
The Edit role page will appear.
3. Navigate to the Customers section on the top right of the page and click Add Customer.
4. The Select customer window appears. Select the customers you want the current role to have access to from the dropdown menu and click Apply.
Nice! Now, technicians with this role will have access only to the selected customers.
