User roles define the actions that users can perform in the system. Catchpoint includes a set of pre-configured user roles to cover most typical requirements, and you can create your own custom user roles as well. User roles can be assigned to individual Contacts via the Contacts Module.
Before creating custom user roles, you may want to review the default user roles to see if they meet your requirements.
| Role Name | Permissions |
|---|---|
| Client Administrator |
|
| Client Analyst |
|
| Client Observer |
|
| Client Restricted Observer |
|
| Client Test Administrator |
|
The above roles are client-level, meaning the permissions apply across all divisions within a single client portal. For each client-level role there is a corresponding division-level role with the same permissions, but restricted to a specific division. These are indicated with the same names but have "Division" prepended to the name instead of "Client."
The User Roles page provides a sortable table of all the roles in your system. These include default user roles included with Catchpoint and any other roles you have created. Additionally, you can see all of the active and inactive Contacts (Users) to whom each role has been assigned.
Creating/Modifying User Roles:
- Click the Settings icon
in the main menu and select User Roles. - Click the Create button or select an existing User Role to view/modify the permissions associated with the user role. (Default User Roles cannot be modified.)
- Input a name for the User Role.
- Select a division to assign the role to (if desired.) If no division is selected, the role will be a client-level role.
- Select the desired permissions for the role.
Deleting User Roles
Default User Roles cannot be modified or deleted.
- Locate the User Role(s) you wish to delete in the User Roles table and select the check box for each row.
- Click the Delete button.