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Introduction to Roles

Learn how roles are used in Mobaro to manage user permissions and access, so each user has the right level of control for their responsibilities.

Logan Bowlby avatar
Written by Logan Bowlby
Updated over 2 weeks ago

At a glance

  • Roles define what users can view, create, modify, and delete in Mobaro.

  • Use roles to reduce accidental changes and protect sensitive information.

  • Build roles around job functions (for example: operators vs. managers vs. admins).


Who this is for

  • Admins / super users defining access rules for teams

  • Managers who need users to access only what they need

  • IT / system owners focused on security and governance


Overview

Roles in Mobaro allow administrators to define specific permissions for users, ensuring they only have access to the features and data they need to perform their tasks.

Roles help you control who can:

  • View information

  • Create new items

  • Modify existing items

  • Delete items

This supports stronger security and data integrity across your organization.


Why use roles?

Roles help prevent unauthorized access to sensitive information, reduce the risk of accidental changes, and ensure users have the exact level of access they need.

Instead of giving broad access to everyone, roles let you restrict access based on job function—for example:

  • Operators who only need to complete daily work

  • Supervisors who review and follow up

  • Administrators who configure and manage the system


Key permissions in Mobaro

Mobaro permissions generally fall into four levels. You’ll see these patterns across many areas of the platform.

  • View: Allows users to see data and resources (for example: checklists, schedules)

  • Create: Allows users to create new items (for example: new checklists or users)

  • Modify: Allows users to make changes to existing resources

  • Delete: Allows users to remove data or resources

Recommendation: Treat delete permissions as high-impact access and reserve them for trusted administrators whenever possible.


Best practices for role design

Use these guidelines to keep roles easy to manage long-term:

Build roles around responsibilities, not individuals

Example: “Assignment administrator” is easier to maintain than “Admin – Bob”.

Keep roles consistent across departments

If multiple teams do similar work, standardize permissions so reporting and governance are predictable.

Start minimal, then expand

Give the smallest set of permissions needed for someone to succeed, then add access as required.

Avoid role sprawl

A few well-designed roles are usually better than dozens of slightly different ones.

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