Administrator/User Types

A user guide for working with user types. We cover how to create and modify user types.

A user type is a collection of roles that represents specific groupings of permissions with an assigned name. Examples of user types can include Administrator, Employee, and Inspector, where each user type contains a set of roles that grant the user permissions to perform different actions or access specific features of the platform.

Main Administrator Screen #

Clicking on the Administrator/User Types gives you access to the list of user types.

From this screen, you can perform the following actions:

Select User Types #

Switch between viewing all user types, currently active user types, and inactive user types.

Filter User Types #

Use the search box to filter user types by entering relevant text.

Activate/Deactivate #

Click on the symbol to deactivate an active user type or activate an inactive user type. Deactivating a user type ensures that it cannot be assigned to other users.

Create a User Type #

Click the Create button to open the “create new user type” dialog.

Create a New User Type #

The “create new user type” dialog allows you to create a new collection of permissions with an assigned name.

A new user type requires the following fields, as shown in the image:

After filling out the Name and Description fields, select the department (or leave it on the current department), and then click the Configure permissions link to open the sidebar.

A list of all System level permissions and their meanings.

Overview of all Permissions

Here, you can select System and Custom roles that you want to add to the user type you are creating.

After selecting the desired roles, click the button to set the permissions on the user type.

Finally, click the Save button to create the user type.