Introduction
The new Self-Serve Roles & Permissions feature enhances user control, reduces dependency on support, and streamlines permission management. This article provides an overview of the key updates and how to use them effectively.
Key Features
New Settings Menu
Access the redesigned settings menu for improved navigation.
Role Management Enhancements
Create, edit, duplicate, and archive roles with ease.
All Permissions Widget
Quickly grant or remove all permissions within a role.
Categorized & Interdependent Permissions
Permissions are now grouped logically, with interdependencies ensuring required permissions are enabled automatically.
Save Bar & Unsaved Changes Warning
Users are prompted to save their changes before leaving the page.
Activity Tracking
Logs actions at both the role and permission levels.
Bulk Actions
Perform bulk updates for users and permissions.
How to Use
Accessing the Settings Menu
Click the gear icon in the navigation bar.
Select the Roles & Permissions tab.
Managing Roles
Creating a Role
Navigate to Roles + Permissions.
Click Add Role.
Name the role and configure permissions.
Click Save.
Editing a Role
Editing an Existing Role
You can update a user’s role anytime:
Click the gear icon in the top-right.
Go to Admin (Roles & Permissions).
Select the role you want to modify.
Click + ADD USERS.
Search for the user and click ADD.
Their updated permissions will apply immediately.
Duplicating a Role
Select a role.
Click Duplicate Role.
Adjust permissions if needed.
Click Save.
Archiving & Unarchiving Roles
Archive: Select a role > Click Archive.
Unarchive: Go to Archived Roles > Select a role > Click Unarchive.
Managing Permissions
Adjusting Individual Permissions
Navigate to a role’s details page.
Toggle permissions as needed.
Click Save.
Using All Permissions Widget
Set all permissions to Full Access, Limited Access, or No Access with one click.
Understanding Interdependent Permissions
Some permissions enable automatically based on dependencies.
Managing Users
Adding Users to a Role
Select a role.
Click Add Users.
Select users and confirm.
Removing Users from a Role
Select users from the list.
Click Remove Users.
Exporting User List
Click Export to download user details in CSV, Excel, or PDF format.
Viewing Activity Logs
Navigate to the Activity Tracking tab to view logs of changes made.
Troubleshooting Access Issues
If a user cannot create jobs or visits in the BuildOps mobile app:
Verify their assigned role permissions by checking the "Create Job or Visit" option under their role.
If this permission is disabled, they will not see or use these features in the app.
To resolve this, an admin must revisit the Roles and Permissions section and enable the required permissions.
Conclusion
The Self-Serve feature empowers users with greater control over roles and permissions, improving efficiency while reducing support dependency. For further assistance, contact the Help Desk.
Note: Any changes to roles and permissions require users to log out and log back in to activate the updates.