How to manage Roles and Permissions in Zuper?

Users Role can be added, updated, and customized using the "Custom Roles" settings. 

Navigation:  Settings  --> General Settings  --> Custom Roles

Custom Roles

1. Select the “Settings” icon from the left navigation menu. Under the “General Settings,” Choose the “Custom Roles” section. 

• Click the “+ New Custom Role” button to create a new access role.

New Custom Role 

• This lets you create a new Role. You must enter the Role Name and Description and click "Save Role" to add.

Existing Custom Role

• The existing roles will be visible on the dashboard. Click on the "Eye" symbol under Actions to view or update an existing role. 

Click on "Update Role" once you have edited the existing role to save the changes made.

Note: once the role is created it can be assigned, to the Users in Zuper. 

Miscellenous Permissions

Custom roles now include miscellaneous permissions to restrict access to the Settings page, reports, workflows, etc. 

Navigation:  Settings  --> General Settings  --> Custom Roles

1. Select the “Settings” icon from the left navigation menu. Under the “General Settings,” Choose the “Custom Roles” section. 

 

2. Click the “+ New Custom Role” button to create a new access role.

3. Enter the “Role Name” and the “Description.”

Under the “Available Modules,” select the “Miscellaneous” section.

The various new “Miscellaneous Permissions” added are:

4. The new custom role is created successfully.

With this new feature, the permissions applicable for the various custom roles help the user set the visibility for the Settings Page & Report Features. Based on the settings enabled by the admin, the field executives or supervisors can View and edit all the settings controls.  

• Related Articles

• What are all the new permission settings based on User’s roles?

  Navigation: Settings --> Custom Roles The various permissions are set across the modules. Based on the settings enabled by the admin, the field executives or supervisors can View and edit the controls. These are the modules we have enabled the ...

• Zuper modules & their capabilities🔓

  The Zuper app includes various modules, each tailored to handle specific aspects of your service business. These modules work together to provide a seamless and integrated experience, enabling you to manage projects, service requests, jobs, ...

• How to create custom roles & assign to a user?

  The custom roles are created to define user-defined functions. The user can set various permissions for accessing multiple modules. 1. Select the “Settings” module from the left panel and click the "Custome Roles" section. 2. Click the “+ New Custom ...

• Zuper Product Glossary

  This glossary describes key concepts, terminology, and modules in your Zuper app. It's a good place to get started learning how to set up your Zuper app to meet your unique business needs. @ - Dashboard - Jobs - Customers - Users & Teams - Quotes - ...

• How to add your users and manage teams

  You can add your team members (field technicians, dispatchers, etc,.) manually, or through a bulk import of users. You must be an admin to add users to your Zuper account. You can create your first user under the "Users" section from: Navigation: ...