How to create user roles

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:

Select Setup | Companies in the top menu.

Select the relevant company.

Open Roles in the left-side menu.

Select the plus icon to create a role.

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

Save the role.

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