Overview
Mobaro allows you to create custom roles, giving you full control over user access. By customizing roles, you can tailor permissions to specific job functions, ensuring that users only have access to the resources they need.
Creating a Custom Role
To create a custom role:
Go to the Roles section in Mobaro.
Click the + button to create a new role.
Assign a name and description to the role.
Select the permissions for each category (e.g., Checklists, Schedules, Locations).
Save the role and assign it to the appropriate users and/or user groups.
Example Roles and Use Cases
Administrator: This role has broad access, including creating and modifying all resources, managing users, and overseeing locations.
Manager: A manager might need View and Modify access for checklists, schedules, and data, but without the ability to delete records or access all locations.
User: A user might only need View access for specific resources and locations, limiting their interaction with sensitive data.
Note: Users just completing assigned work do not need any additional roles. Roles and permissions are only meant to add additional access to backend actions such as creating checklists or adding users.
Frequently Asked Questions
Q: Can I assign multiple roles to a user?
A: Yes, users can be assigned multiple roles. This allows for a combination of permissions to meet the specific needs of a user.
Q: What happens if I assign View Locations permission to a user?
A: This permission allows users to see all activities across all locations in the account. This can significantly affect the user's ability to view just the data that may be relevant to them on location-heavy organizations.
Q: How do I know which role is best for a new user?
A: Start by considering the user’s responsibilities. For example, if the user only needs to view additional data beyond what is assigned to them, assign them a role with View permissions only. If they need to create or modify checklists, choose a role that includes those permissions.