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    Create Roles

    Create Roles

    Summary: Roles are reusable permission profiles. They help standardise access across multiple users and reduce manual setup.

    The official guide notes that, for most organisations, an Admin role and a Reporting role are sufficient. A Read only role may also be useful where dashboard visibility is needed without editing rights.

    Role example

    Typical use

    Admin

    Access to all Vemcount modules, user management, dashboard/report setup, and occupancy reset.

    Reporting

    View shared dashboards and create dashboards and reports.

    Read only

    View dashboards only.

    To create a role

    1. Log in to Vemcount using Admin credentials.

    2. Select Setup | Companies in the top menu.

    3. Select the relevant company.

    4. Open Roles in the left-side menu.

    5. Select the plus icon to create a role.

    6. Name the role, select the users to be included, and assign the required permissions.

    7. Save the role.

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    7PM

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