How to Create a Custom Role

Introduction

Creating custom roles allows you to tailor user permissions and reporting structures within your organization. This guide will walk you through the steps to create a custom role, define its permissions, and assign users to it.

Steps to Create a Custom Role

1. Navigate to the Roles Section:
   From the admin dashboard, go to the 'Roles' section under 'Settings' -> 'Users & Teams'

2. Click on 'Create New Role:

• Start by clicking the ‘Create New Role’ button to open the role creation form.

3. Enter Role Details:

• Name: Provide a unique name for the role.
• Description: Write a brief description of what this role entails.
• Reports to: Select the role or individual this role will report to. (Note: This “reports to” information will be used in features like Overdue/Missed Notifications for Projects.)

4. Set Custom Permissions:

• Define the specific permissions for this role. 

5. Assign Users to the Role:

• Select the users who will be assigned to this role. You can add multiple users if needed. You can also do this later from the Users & Teams screen.

6. Designate Home Screen (Optional):

• You can customize the Home Screen for your Roles so that Users can access relevant information/tasks/submissions faster from their Xenia Web/Mobile/Tablet App.
• Recommended: For Single Location Managers/General Managers/Frontline Workers, we recommend setting their Home Page Layout to the "Location Pulse Dashboard", which is tailored to managing & completing tasks/checklists at a single location, on a daily basis.
  • 5. (Recommended) Enable Location Pulse Homescreen for Web & Mobile Apps for Specific User Roles

6. Save the Role:

Once all details are filled out, click ‘Save’ to create the role.

Conclusion
you’ve successfully created a custom role. This role is now available for assigning Projects/Tasks and permissions within your organization.