Creating user roles on the Andy App

Creating user roles on the Andy App

Andy allows you to assign roles to different users in your business. These roles ara assigned levels with different permissions and limitations.


To create roles simply go to Settings > Users > Roles > Create role > Assign a name and select the role.

Each level comes with its own default characteristics, so when creating a role from scratch, you need to generate a new role name by selecting one of the levels. 

Additionally, you can also change the name of the default role to a name of your chosing. Simply click on the role name you want to change and enter the new one.



Once the roles are created, you need to assign them to your users. This article shows you how to assign roles.

Assigning roles to users allows you to have different configurations and helps you better organise you business.

You can find out more about role management in these posts:
  1. Limiting access to records by user role
  2. Assigning roles to delete records


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