Overview
Roles are groupings of permissions that permit or limit a user’s ability to perform actions and see information about your organization within Limble.
This article will walk you through the user roles in Limble, and how to create custom roles.
Table of Contents
User Types and Roles
User types determine what users can do within their Limble account, specifically the ability to change or edit features, tasks, etc. There are up to four standard types of users. These include:
Super User: Super Users are also known as administrators because they have access to every feature in Limble. They can manage locations, assign user roles, and create and complete tasks. They can also do everything that Managers and Technicians can do.
Manager: Managers can edit almost everything in their assigned location. This includes creating and assigning PMs/Work Orders, completing work, creating reports, managing inventory items, and creating teams.
Technician: Technicians can complete work, see assigned tasks, see past work at their facility, update inventory levels, and view asset information and history.
View Only: View-only users can only see a Limble account. They will not be able to change anything in your system, and some of the interactive features may be disabled for them. View only users can see information such as finances, work history, open tasks, and inventory levels.
How to Change a User Role
You can change the roles that each user has in Limble. Navigate to the Manage Users page by clicking the user icon. Here, you'll see a list of all your users. Under the Role column, you will see a list of that user's roles and the locations they are assigned to.
If you want to add a new user role, click the "+" button.
In the new window, you can create a new role and assign that role to a location. After you are finished, click "Add."
Custom Roles
Custom roles allow you to configure additional roles outside of the default roles. Technicians and Managers are restricted in what they can do. For example, if the default permissions/restrictions do not fit your business needs, you can create a new custom role whose abilities will.
To create a custom role, go to Settings > Roles from the navigation menu. Under this tab, you will then select "Create Role."
Clicking "Create Role" will pull down a list of abilities and an editing role box. On this screen, you can choose the name of your new role and select which abilities they have by checking the checkboxes.
Adding a Super User
Navigate back to the Manage Users page.
Next, click on either the name or the edit icon of the user you want to add as a Super User.
This will pull up this user's information. At the bottom is the "Super User" checkbox.
If the box is green, they are a Super User. If it is empty, they are not a Super User.
Only Super Users can add Super Users. If your account does not have a Super User, contact us through the live chat in the bottom right-hand corner of your screen for assistance.
Related Articles
Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.