Account Settings Setting up User Roles
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.
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.