Assign or remove employee user roles

How it works

There is a range of user roles that you can assign to your employees. The type of user role to assign will depend on which features they need to access.

Any Administrator can assign a role relevant to their location, including making them an Administrator. Most user roles have different levels of access built into that role. For example, an Administrator can be a Global Administrator or a Limited Administrator. An Administrator can only assign user roles to areas that they have access to. If you have limited access, you can only grant access to limited areas.

To see all available user roles, the Account Owner must enable the relevant add-ons first. 

Roles can be assigned to employees individually or in bulk using the run action menu. Please note that assigning roles in bulk will give the employee full, not limited, access to the role. If you need to assign limited access, you should assign it to employees one at a time. 

This article covers:

• Assign a role to a single employee
• Assign a role to multiple employees
• Remove a role from a single employee
• Remove a role from multiple employees 

Assign a role to a single employee

1. Go to Tools > User Roles.
2. Find the relevant employee using the search fields.
3. Click Manage Roles next to the employee.
   
   
4. Select the user roles you want to assign (and the level of access if relevant).
5. Click Assign Roles.
   
   
6. If the employee does not yet have access to MRI OnLocation, select the check box next to the person's name.
7. Select Send Login Permission Email from the Run an action menu, then click Ok.
   
   

The employee's status will be Pending. Once they log in, their status will be Active.

Assign a role to multiple employees

You can update up to 1,000 employee records at a time using the run action menu.

To assign the same role to multiple employees: 

1. Go to Tools > User Roles.
2. Select the checkboxes next to the employees.
3. Click Run an Action, then select Assign a Role.
4. Select the user role, then click Run Action.
   
   

You may need to invite the employee to access OnLocation (if you haven't already). 

Remove a role from a single employee

1. Go to Tools > User Roles.
2. Click Manage Roles next to the employee.
3. Find the user role, then clear the checkbox next to it.
4. Click Assign Roles. 
   
   

Remove a role from multiple employees 

To remove the same role to multiple employees: 

1. Go to Tools > User Roles.
2. Select the checkboxes next to the employees you want to update.
3. Click Run an Action, then select Remove a Role.
4. Select the role to remove, then click Run Action.