How to Edit Staff Roles

In this article we will discuss how you can create, manage and remove Staff Roles

Table of Contents

How to open the Role tab
How to create a new Role
How to add screens to a Role
How to delete a Role
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How to Open the Role Tab

To open up a “Role  tab, please do the following:

1. Click “File” in the menu.

2. Then select "Roles" from the dropdown

   
3. This will open up a new Role tab.

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To Create a the Role:

To create a new Role please do the following: 

1. click the button named 'Add New Role'.
   
2. Then enter the role name in the highlighted.
   
   
   

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To Add Screens to a Role:

1. In the list of roles, click the square grey box beside the role's name. This will highlight that Role as selected.
   
2. If the new Role is an administrator and needs full access to all screens, then tick the box in the "Admin" column.
   
3. If the new Role is a driver and only accesses IDS through IDS Mobile (Android App), then tick the box in the "Driver" column.
   
4. In the right hand side of the screen, tick or untick any screens you want to show (tick) or hide (untick) for this role.
   
5. Depending on your company's set up and customization, your selection of screens may look different than the above image.
   
   

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To delete the role:

1. To delete the role, select the checkbox under the "To Delete" column
   
2. Then click the button 'Delete Selected'
   
3. The selected role will be deleted from the list.

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