Roles let you define permission profiles for the different kinds of work people do in Mobaro. Instead of setting access person by person, you group it into a Role and assign that Role to Users or User Groups, then manage it in one place. A Role controls what a User can view, create, modify, or delete.
Note: Roles add access to Mobaro Backend actions such as creating Checklists or adding Users. Users who only complete assigned work in the mobile app don't need a Role.
You'll need to be a Super User, or hold a Role that grants access to Roles, to create and manage them.
Create a Role
From the Mobaro Backend, click Roles.
Click + Add Role in the upper right.
Give the Role a clear, function-based name like Checklist Creator or Assignment Administrator, and optionally a description to clarify its purpose.
Assign the Role to individual Users, or to User Groups for bulk access by department or team.
Select the permissions for each module — View, Create, Modify, or Delete — granting only what this Role should have, then click Save. For every permission and what it controls, see the Role permissions reference.
Best practice: Prefer focused, function-named Roles like Assignment Admin over one broad Administrator, and review Roles regularly so access stays aligned with your team.
Frequently asked questions
Can a User have more than one Role?
Yes. A User inherits the combined permissions of every Role assigned to them.
Can I assign a Role to a group?
Yes. Assign Roles to User Groups for departments or shared job types. Managing User Groups
What happens when I edit a Role's permissions?
The change takes effect immediately for everyone assigned that Role.
What happens if I delete a Role?
Users and User Groups that had it lose the permissions it granted. For how Roles fit with Super Users and User Groups, see How access works in Mobaro.
How do I give a new user the same access as an existing user? To replicate the access of an existing user for a new user:
Review the Existing User’s Access:
Open the profile of the existing user whose access you want to replicate.
Note the user groups and roles they belong to.
Assign the New User to the Same Groups and Roles:
Navigate to each of the identified user groups and roles.
Edit the group or role settings and add the new user.
Verify Access:
Ensure the new user has been successfully added to all relevant groups and roles.
Test the new user’s access to confirm it aligns with the existing user’s permissions. Note: Directly assigned permissions, such as access to dashboards, schedules, or notification rules, are not automatically replicated and must be added manually for the new user.