User Access Roles allow you to control what each user can see and do within QR-Patrol. By defining permissions per role, you can ensure users only access features relevant to their responsibilities.
This feature helps you:
- Control access to system features and data
- Standardize permissions across teams
- Reduce risk of unauthorized actions
- Simplify user management through reusable roles
1. Creating & Editing Roles
You can create and manage roles from:
Company → Users → User Roles
Create a New Role
- Click Add
- Fill in:
- Name (required)
- Description (optional)
- Configure permissions per entity (see section below)
- Click Save
Edit an Existing Role
- Select an existing role
- Modify the Name, Description, or Permissions
- Click Save
Changes are applied immediately to all users assigned to this role.
2. Configuring Permissions
Each role defines access per entity (e.g., Users, Clients, Checkpoints, Events Monitor).
For each entity, you can assign:
- View → Access and view the page/data
- Create → Add new items
- Edit → Modify existing items
- Delete → Remove items
If a user does not have View permission, the corresponding page will not be visible at all.
Bulk Permission Selection
- Use Select All to quickly enable permissions across all entities
- You can then fine-tune permissions per entity as needed
Grouped Permissions Behavior
Some entities depend on others.
Example:
- Enabling access to a child entity (e.g., Sites) may automatically enable required parent access (e.g., Clients)
This ensures the system remains usable and consistent.
3. Assigning Roles to Users
Roles are assigned from the Users page:
Company → Users → Users List
- Select a user
- Click Edit
- Under Settings, choose a User Role
- Click Confirm
Changes take effect immediately. The user’s access updates based on the selected role.
4. Deleting Roles
- Navigate to User Roles
- Select the role
- Click Delete
If the Role is Assigned
- A warning will appear
- The system will show all users currently assigned to this role
- You must reassign those users to another role before deletion
Deletion is only allowed once the role is no longer assigned to any users.
5. How Permissions Affect Access
User Roles directly control what users can see and do:
- Pages without View permission are hidden
- Actions without permission (Create/Edit/Delete) are not available
- Users cannot bypass restrictions
This ensures a secure and controlled environment across your organization.
Best Practices
- Create roles based on job responsibilities, not individuals
- Start with minimal permissions and expand as needed
- Use clear naming (e.g., Supervisor, Viewer, Admin)
- Regularly review roles to ensure they reflect current operations
