2. User Roles

Welcome to step two of the getting started guide: User Roles. If you missed part one feel to search 1. Company settings.

This guide pertains to User Roles. We recommend setting up User Roles before you set up your company Users and create projects.

When you first log in to InScope you will likely land on the projects screen. As highlighted below click the System tab in the top navigation bar.

Once in the system tab you will land on the general info section of the company settings. Go ahead and navigate to Roles as highlighted below in the left hand navigation bar.

On the Roles screen, you can edit or add a new role as highlighted below. InScope comes with some user roles that have pre-populated permissions. Let's start by editing an existing role may be a good starting place for a role you plan to create for your team.

Go ahead and click the Edit button next to the roll you want to edit, in our example we are going to edit the Executive Oversight role.

Once you select edit, you are taken to the role you chose to edit. You can double check you are in the right role by looking at the heading, in our case we are editing the Executive Oversight role as shown in the heading.

To edit the name of the role, hit the blue Edit Role button in the top right corner, this will bring you to a prompt to edit the name of the role.

Adversely you could delete a role you don't need by hitting the red delete button in the top right hand corner.

Role permission settings are separated into the following groups: Expenses, Finances, Projects, Schedule, Scope, Subs, System, Timesheets, and Workload. These groups pertain to the different sections of the InScope platform.

Within each permission, the permissions choices are view, create, edit, and delete.

View is a read only mode, the user will be able to see but not edit.

Create is to allow a new record to be made by that role.

Edit is to modify an existing record, and lastly

Delete is to be able to completely delete a record removing it completely from the platform.

To modify permissions, simply check the box or unchecking the box next to the permission choice you want to assign. There is no need to save a change. All changes are automatically saved.

To add a new role, return to the main roles screen by clicking the roles heading in the left navigation bar within the system tab. Once in the roles screen, you can click the +add a new role button in the top right hand side of the screen as highlighted below. You will be prompted to enter a role name, then click the green save role button. After you save it, you will be taken into the role to edit the permissions.

Note: If you are getting an error when trying to create a new role or edit one, you may not have the proper permissions needed to allow this action. Check with your system admin to be sure.

That's all for creating and editing roles, now we recommend continuing to the Getting Started Guide: 3. Users. From here you can get some users created for your platform using the roles you just created.