How to – Add a New Role
Custom Roles can be added based on your companies’ requirements. The Role name can help you distinguish which users the role will be assigned to. For example: Fleet Managers, Admin. office staff, Dispatchers etc.
Follow the steps below to add a new role:
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Log in to Unity
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From the Navigation Panel on the left-hand side, click the Settings module
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Select the Roles tab from the top
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To add a new role, click the + button
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An empty New role form will be displayed on the right-hand side, type in a Role name
The Permissions section allows you to enable modules and determine which features you would like users with this Role to have access to.
Follow the steps below to add a new role:
- From the Permission section, within Settings you can grant or limit access to different features by selecting or de-selecting the desired feature
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To enable a module, toggle the corresponding button
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Within each module you can grant or limit access to different features by selecting or de-selecting the desired feature
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Click the Save button
When a Role is saved, it will appear in the All roles list.
Important Note: For more information on how to add user accounts and assign Roles, please refer to the Unity Settings People section.