Create Roles and Permissions

Roles control which Digital Work Instructions (DWI) modules a user can access. Each role defines what a user can view, create, review, approve, issue, or manage within the DWI system.

Roles are typically aligned with DWI personas such as Authors, Supervisors, and Operators/Technicians.

To create a role and assign permissions:

  1. Navigate to User Management > Roles and Permissions.
    Figure 1. Create Roles and Permissions


  2. Click Add Role.
  3. Enter the Role Name and Role Description.
  4. Click Save.
  5. Select the new role from the list.
  6. Select the modules and permissions that are required for the role or persona on the right-side.
  7. Click Save.