Creating Roles
The Roles feature in uAuditor allows administrators to define permission levels for different types of users. Creating roles ensures each team member has access only to the features and locations required for their responsibilities 🔐
Well-structured roles improve security, accountability, and operational efficiency across the organization.
What Is a Role in uAuditor?
A role determines what a user can:
- view
- create
- edit
- approve
- assign
- delete
across modules such as inspections, actions, reports, broadcasts, violations, and system settings.
Roles help standardize access for different job functions.
Why Creating Roles Is Important
Creating roles allows organizations to:
- control platform access securely
- assign responsibilities clearly
- standardize permissions across teams
- support multi-branch supervision structures
- reduce accidental configuration changes
- improve compliance tracking accountability
Role-based access keeps operations structured and predictable.
Steps to Create a New Role
To create a role:
- Open Settings
- Navigate to Roles
- Click Create Role
- Enter a role name
- Add a description (optional)
- Configure permissions as required
- Save the role
The role becomes available immediately for assignment to users.
Choosing a Role Name
Use clear role names that reflect responsibilities.
Common examples include:
- Inspector
- Branch Supervisor
- Area Manager
- Quality Manager
- Operations Manager
- Administrator
Consistent naming improves access management across teams.
Preparing Permissions Before Assignment
When creating a role, administrators should consider:
- which modules the user needs access to
- whether the user creates or reviews inspections
- action assignment responsibilities
- reporting visibility level
- configuration access requirements
This ensures the role matches real operational duties.
Assigning Roles to Users
After creating a role, administrators can assign it to users from:
Settings → Users
Once assigned:
- permissions apply immediately
- access updates automatically
- dashboards adjust to the user’s role scope
This enables faster onboarding of new team members.
Example Use Case
Example scenario:
A restaurant chain creates a Branch Supervisor role.
This role allows users to:
- perform inspections
- manage corrective actions
- view branch-level reports
- monitor assigned locations
while restricting access to system-wide configuration settings.
This keeps responsibilities clearly separated.
Best Practices for Creating Roles
To structure roles effectively:
- create roles based on job responsibilities
- avoid assigning excessive permissions
- standardize roles across branches
- review permissions periodically
- update roles as operations expand
Creating roles in uAuditor helps organizations maintain secure access control while ensuring users can perform their tasks efficiently within their assigned responsibilities.
