User roles allow you to manage user authorization, to specify the areas users are allowed to access. You can assign user roles to groups of users as a unit, such as billing, sales, support, and so on.

Access the User Roles Page

1. From the Ubersmith Dashboard, click Settings.
   
   The Ubersmith Settings page appears.
2. From the Global Settings – Getting Started section, click User Roles.
   
   The User Roles page appears.

Complete the New User Roles Page

• From the User Roles page, click Add New User Role. 
  
  The User Role page appears.

Complete the Name Tab

1. In the Role Name field, enter the name of the role you want to create.
2. In the Description field, enter a description of what the role properties will be. 
   

Complete the Permissions Tab

The Permissions grid contains each distinct area in Ubersmith, such as the Client Manager that can be expanded to display each area’s functions, such as Services. Permissions available for each area are view, create, update and delete. None and Inherit are system defaults that start the user with no rights.

1. Click the Permissions tab. The Permissions grid appears.
2. Expand each area in the Resources column to access each area’s functions.
3. Select the appropriate rights to assign to the role, for each area’s View, Create, Update and Delete columns. Allow gives the user access and Deny gives the user no access.
4. Click Save.
   
   
   

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