Creating and Managing Roles

eAppTrack allows you to add roles to your company profile. A user's role is usually going to be related to their title or their responsibilities. Examples would be Sales Representative, Electrician, or Hand Hygiene Specialist. You can assign permissions to roles, and assign roles to users.

To Add/Manage Roles:

1. Click on the wrench.







2. Click on Users.







3. Click on Roles. This will bring up the Roles Management page.


4. The Roles Management page is where you can create roles, edit roles, delete roles, and assign module permissions to roles.
   To skip to the section about how to manage roles, click here.







5. To create a new role, click on the "Add Role," then type in the new Role name, and click Sumbit to save the new Role.







6. There are two ways your can manager roles. By Module, or by Role.







7. Managing by Module lets you choose the Module from the drop down menu, then see all the permissions for every role in relation to that module. The changes you make here will automatically save.







8. Managing by Role lets you choose the Role from the drop down menu, then see all the permissions that roles has with every module. Changes you make here will save automatically.







9. If you would like to delete a role, go back to the Manage Roles by Module page. Click the "x" icon next to the role. You will be prompted to confirm that you want to delete the role before the system totally deletes it.