Managing Roles

Flexibility in role management helps you maintain optimal access control as your team evolves and changes.

User roles define the permissions and access levels for individuals in your Metarelic account. Changing roles allows you to adapt to shifting responsibilities and organisational needs.

How to Create a Role

To create a role:

1. Go to Users and Roles > Roles and Permissions under your account name (business name) on the top right of the screen

2. Click on Add New Role

3. Enter a name and description

4. Click on Add on the bottom right of the modal

How to Change Role Permissions

To change permissions:

1. Go to the Role

2. Click on Change Permissions

3. Each permission is grouped by modules. You can toggle on or off modules. Then, toggle on or off permissions within the modules.

4. Click Save

How to Change a User’s Role

To change a user’s role:

1. Go to the role

2. Click on Assign User

3. You can choose to remove user or add a users

4. Click Save