Manage Existing Roles
To manage existing roles:
- Use the More icon > Copy to clone an existing role and modify it for a new persona.
-
Use the More icon > Delete to remove a role that is no longer
required.
Note:
- The Super Admin role cannot be edited or deleted. It can only be copied.
- You cannot delete a role that is currently assigned to users. Unassign users first, then delete the role.
- You cannot delete roles that are assigned to users or edit the Super Admin role.
- Assign permissions carefully to ensure segregation of duties — for example, the same user should not both issue and authorize permits unless required by policy.
Best Practice for DWI Role Design
Align roles with responsibilities:- Author - Create, edit, archive, view, publish, restore, duplicate, auto-assign DWIs, and view feedback
- Work Instruction Reviewer / Supervisor - Create, edit, archive, view, publish, restore, duplicate, auto-assign DWIs, and view feedback
- Work Instruction Consumer (Technician/operator) on mobile - View, execute, submit feedback, and upload attachments in feedback
- Admin - Create, edit, archive, view, publish, restore, duplicate, auto-assign DWIs, and view feedback
