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Onboarding Users and Assigning Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.
Create Roles and Assign Permissions
Roles and Permissions define who can access what within the system, ensuring secure and efficient workflow management. By assigning roles such as Super Admin, Admin, Supervisor, Manager, Operator, and Technician, you can control user access based on job responsibilities.

Title and Copyright
Copyright and Terms of Use page for Connected Back Office.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Introduction to mRounds
This chapter provides an overview of the mRounds application for Plant and Asset maintenance, covering topics such as its benefits, new features, enhancements, and system requirements.
Execute Round Tasks with mRounds Mobile App
The chapter discusses the mRounds mobile application, outlining its features which include executing operator rounds, creating ad-hoc maintenance checks, adding shift logs, managing issues, and actions.
Create and Monitor Rounds with mRounds Web App
This chapter outlines the features of the web application, including creating and scheduling round plans, generating reports, managing issues and actions, creating ERP notifications, and performing archive and search functions.
Create and Manage Master Data
Master Data forms the foundation of the system, providing essential information such as plants, shifts, locations, assets, units of measurement, and response sets. Properly setting up master data ensures seamless work order management, asset tracking, and operational efficiency.
Onboarding Tenants/Super Admins
Use the Tenant Management module to create tenant or super admin roles for onboarded customers/user and provide access to the applications and modules.
Onboarding Users and Assigning Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.
- Create Positions
  Create positions like manager, supervisor and so on and assign users to them.
- Create Roles and Assign Permissions
  Roles and Permissions define who can access what within the system, ensuring secure and efficient workflow management. By assigning roles such as Super Admin, Admin, Supervisor, Manager, Operator, and Technician, you can control user access based on job responsibilities.
- Create Users and Assign Roles
  Creating users allows you to add personnel to the system and assign them appropriate roles and permissions. When adding a new user, you define their role (such as Supervisor, Technician, or Manager) and configure their access permissions based on the modules they need.
- Create User Groups and Add Users
  User Groups allow you to organize users with similar roles and responsibilities into a single group, making it easier to manage access and permissions. Instead of assigning permissions individually, you can assign them at the group level, ensuring consistency and reducing administrative effort.

Create Roles and Assign Permissions

Roles and Permissions define who can access what within the system, ensuring secure and efficient workflow management. By assigning roles such as Super Admin, Admin, Supervisor, Manager, Operator, and Technician, you can control user access based on job responsibilities.

Each role is granted specific permissions, allowing access to relevant modules and functions. For example, a supervisor may have permissions to create and assign rounds, while an operator may only have access to view and execute assigned tasks. Configuring roles and permissions ensures that users have the right level of access, enhancing security and maintaining an organized workflow.

To create a role and assign permissions:

Expand the User Management module and select Roles and Permissions on the left-side menu.

Figure 1. Roles and Permissions Screen
Click the Add Role button on the top right.
Do the following in the right section:
1. Enter the role name in the Role field.
2. Enter the description of the role in the Description field.
3. Select the modules that are required for the role.
  Expand the down arrow icon to select the sub-modules.
Figure 2. Add Role Details
Click the Save button.
The role is created and you can see it on the left section.
In this sub module, you can,
- Search the roles using the Search bar on the left-side section.
- Copy the role using the More icon > Copy option to create a new role from the existing role on the left-side section.
  Note:
  You can even select the Copy option on the right-side section to copy.
- Delete the role using the More icon > Delete option on the left-side section or you can delete all the roles at a time by selecting the check boxes and then selecting the More icon > Delete option on the right.
  Note:
  
  You cannot edit or delete the Super Admin role. You can only copy.
  
  You cannot delete the role which is already assigned to the user.
- Add a role using the Add Role button on the right side.
- Edit the role details or permissions on the right side.