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    Create User Roles and Permissions (IT Departments)

    This article provides instructions for the Atera for IT Departments platform.

    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.
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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.
     

    2. Enter a Role Name.
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    3. Then click Add

    The Permissions display.
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    4. Select permissions by clicking the toggle buttons to the right.

    Note: In the Sites section you can click Add Site to limit technicians/users to work with certain sites 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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    Still have a question? Contact us
    Dragos Tulbure

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