Super Administrators can create System Roles in Site Settings. These roles are additional to the default System Roles available. See our guide What are System Roles to find out more about these default roles.
The System Roles created by the Super Administrator can be used to record additional reporting lines and relationships between Users in the User profile. For example, you could create a T&C Manager System Role and then set a relationship between the T&C Manager and the Users they supervise.
To create a new System Role, navigate to Site Settings and choose the System Roles card.
There are two tabs:
| System Roles | This is where you will see the default roles and any roles created by the Super Administrator. |
| Users | This shows all Users allocated a particular System Role |
You will see the following default roles already available:
- Administrator
- Content Creator
- Line Manager
- Reporting Administrator
These roles cannot be removed or edited. If you click on the name of the role you will see a description of what that role does.
If you click on the number in the Users column you are taken to a filtered view of the Users tab to view all Users allocated that particular System Role.
To create a new role, click Create System Role. Enter the Name and Description. The Description is optional.
There are two options:
|
Use in reporting line relationships |
This is ticked by default. This allows you to create relationships in the Reporting Lines tab of a User's profile. You can untick this option if the System Role you've created is about managing the system and not other Users. For example, the Content Creator role. |
| Individuals can have more than one manager relationship with this role | Tick this option if a User could be assigned more than one manager relationship with the specific role. For example, T&C Manager. |
Click Save. Your new System Role will now show in the System Roles tab. You can click on the role name to edit it. Alternatively, you can select the role using the checkbox and select Delete from the actions dropdown if you want to delete it.
You can also use the filters across the top to search for specific System Roles or Users.
Take a look at our guide Allocate System Roles next.