Account Settings Setting up User Roles

Screenshot of Expertise Matrix Skill List
Screenshot of an Expertise Matrix Skill List

Role-Based Permissions

Expertise Matrix uses a role-based permissions system so that you can control which users can view or edit information. After creating a person's account, they will be assigned to the role with the lowest available permissions by default, but you can change their role by editing the account object.

Note that roles can only be applied to interactive (not non-login) accounts.

Adding a New Role

To add a new role, click the button next to the Role Selection dropdown and give the new role a unique name.

Editing a Role

To edit a role's name or permissions, select it from the Role Selection dropdown and proceed to select the permissions that this role should have. Note that the default "Administrator" role cannot be modified or removed.

Remove a Role

To remove a role, select it from the Role Selection dropdown, then click the button.

Permissions List

The permissions list is too long to list in full here, however the list is broken down by category and each individual permission contains a description of what it does. It is critically important that you understand the effect of a permission before you enable it, as mistakes could make personal information available to members of that role, or allow damaging changes to be made to your account. Int64 Software Ltd cannot be held accountable for the results of mistakes that are made when configuring user roles - if you are in any doubt then please Contact Us.