Manage Existing Roles

To manage existing roles:

  1. Use the More icon > Copy to clone an existing role and modify it for a new persona.
  2. 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