Add a Role (V11)

You must be an Administrator to be able to add a role.  

User Roles define the level and types of permission to which each user is assigned.  Each CivilPro system has two default roles:

• Project Admin - can perform all functions (including assigning/managing users) for a specific project
• Project User – can perform all functions in a project except for user management / project administration (including data transfer) / deleting records

In addition to these two default roles, you can create additional roles with specific permissions to view and approve records. Roles should be added before you start adding users as every new user must be assigned a role to login to a project.

Related Links: 

User Roles (although this article is based on Cloud settings, the concept for Access and Authority are still the same as Desktop V11).

User Administration (V11) ( scroll down to the “User Roles” section)

1. After logging into your Project, click on the Settings icon (fourth from the left) on the main tool bar, and select “Roles”.

2. Click on “Add Role”. A “New Role” dialog box will pop up. Enter the name of the new role e.g. TMR Approver, that you want to create. Click “OK”.

3. The role is now added to your Roles list, and is ready to be set the specific permissions for this role.

Select the role and click on “Update available permissions for role” on the top toolbar.

Note: you can also double-click on the role to view and set permissions for Access and Authority.

4. Click “Enable Editing” at the top left corner. This is the “Access” screen where you select the types of registers and access levels for the role. Tick the boxes to select your permissions.

To understand more about Access, see the article “User Roles’ under Related Links on this page.  

5. Next, click on the “Authority” tab to select the types of authorizations permitted for this role.

Tick the boxes of the authority that you are granting for this role. Click “Close”.

6. If you need to delete a role, enable editing, select the role and hit "Del" key on your keyboard.