In this article, you will learn
- What roles are available for your users
- Add a new role, and how permissions work
- How to edit an existing role
- How to clone a role
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About Roles
Denim enables you to create and manage roles for your internal operations. For each role, you can define what the user sees and the level of permission the user has when attempting updates on the Denim Account.
- For example, the user can be allowed full access, custom access, or no access at all to see customers, contractors, jobs, QuickPay, Request Center, invoices, specific reports, the dashboard, users, roles, and so on. This ability allows for flexibility in designing the users' roles and permissions in accordance with your needs and company function.
When you add a user, you must assign specific roles to that users account.
- For example, you can create roles such as; agents, analysts, managers, or supervisors, you will then define different combinations of control and permissions associated with each of these roles.
Below are examples of different roles and assignments associated with them:
Role 1: Data Entry Specialist
Team members assigned this role are responsible for keying in draft jobs and the associated contractors and customers. This role does not have access to view the company's full customer or contractors lists, nor are they able to view jobs once they are saved. This role will receive all job-related emails.
Role 2: Trusted Agent
Users in this role can create draft jobs, submit their own jobs to Denim for funding and see their own jobs throughout their full lifecycle. Those assigned to this role will also have the ability to view the company's customer and contractor lists. This role is restricted from seeing jobs created by the owner or by other agents.
Role 3: Accountant
Users assigned to this role have access to view all reports which includes the business dashboard as well as access to Quickbooks and Wallet funding. These users cannot create or work with jobs, contractors or customers. They will receive transaction related emails.
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Accessing roles in your settings
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Left side navigation
Click on Settings in the navigation.
The Settings shows its own navigation in the left side.
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In user profile menu at the top
Click on the user profile image at the top. A menu opens.
Click on Settings.
In either case, the Settings show its own internal navigation in the left side.
Click on Role Management.
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Add new role
The Role Management page shows you the list of roles that already exist in this account.
Click on the Add Role button. The Add Role modal opens.
In Role Name, write the name of this role. When you add users and assign them this role, they will identify their role and permissions with this role name.
💡Note: The role names are unique. If you specify a role name that already exists in this account, Denim asks you to use another name for this new role.
In Description, write a short description about this role. It helps the users understand about their role, and permissions in their account.
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How to assign permissions
In Permissions, you can see what areas, features or sections you want to give access to this new role.
In Access Level, there are three options.
- FULL: This is equivalent to the owner access. Users with FULL access can see all company data and have full permissions to make changes within that area of the product.
- CUSTOM: When you select CUSTOM, you can select a combination of options to set up a controlled access for the corresponding section or entity in the product.
- NONE: It means that the users asigned this role do not have any access to that area of the product. Depending on the section whether it is part of another workflow or an independent feature, the part assigned NONE can be hidden from users with this role, or they can see it as not-enabled, or not-available.
When you click on CUSTOM, some entities show an expanded view of internal options.
- For example, see below.
In Jobs, The View permissions show three options.
- All: Gives permissions to see and manage all the jobs in this account.
- My Jobs: Gives permissions to see and manage their own jobs only.
- None: Gives no permission for any job.
In Edit/Delete, select an option to give permissions to edit or delete the jobs.
In Submit for Funding, select an option to give permissions to submit the jobs for funding.
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Set permissions for all entities and sections
Follow the same steps to set up permissions for all entities, features, and sections. Keep in mind the role description and the purpose of defining this new role. This information is to helps users understand their access and the permissions assigned to this role.
Click on the Save button to save the role settings.
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Edit an existing role
You can edit a role to change its permissions settings.
In the list, locate the role that you want to edit. In the row, a context menu is available in three dots as below.
Click on Edit.
The Edit Role modal opens.
Make changes in the settings such as to add, remove, or change the permissions in specific sections.
Click on the Save button to save the changes.
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Clone a role
You can clone a role for new role creation, using the original as a template and making adjustments as needed for the permissions settings.
- For example if you have a role created as Analyst, you might need to create another similar role such as Senior Analyst. With some additional permissions, you can clone the Analyst role and then make changes according to your needs.
In the list, locate the role that you want to clone.
In the Role Name row, a context menu is available in three dots, as below.
Click on Clone.
The Add Role modal opens and the Role Name shows COPY which means that it is a clone of the original role.
Follow the same steps that you do for adding a new role.
Click on the Save button to save this new role.