Creating & Managing a Role

Setting up your organisation structure is key to successfully creating and managing roles within YRIS

Setting up & Managing Roles

As an admin user, upon initially receiving your instance this will be required early on. YRIS does create a basic pre-set to get you started but you can tailor this to your organisation & adapt this over time.

To begin with Head to Roles on the left hand side.

From here you will see pre defined roles & we can update & edit these or create new roles entirely.

Levels - You will notice a Level Assigned to Roles & a Role Name. The level organise user roles hierarchically, shaping their core functionalities within the system. For instance, Level 3 roles can manage Level 1 and 2 roles, providing a clear hierarchy. While default permissions are initially set based on the selected level, roles can be tailored to meet specific business needs. It's important to note that once a role has been created, its level remains fixed, although permissions can be modified afterward. The levels also allow us to release new features to the system where features may be based on role access we can initiate these so it doesn't affect your users.

Role Names - These are customisable to every client on YRIS, you as an owner can decide your own team terminology, whether you want Team Member, Support Worker, Staff you can name these roles however you like and create different roles.

For example if we click on Level 1 - Support Worker

You can change the title of the role, you can amend the overall access to that role, across all areas of the system.

Each section has easy to understand help prompts.

Simply Enable / Disable any role features you may or may not need for that particular role