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.
Enterprise customers can make changes to the Manager and Technician roles, and even create custom roles.
This article will teach you how to edit and reset default roles, duplicate roles, and create custom roles in Limble.
Table of Contents
Editing and Resetting Default Roles
Your Limble account comes with three location-based default roles: Manager, Technician, and View Only.
Super Users can customize the Manager and Technician roles, while the View Only role can only be changed with the help of a Customer Success Manager.
To make changes, navigate to Settings > Roles.
Click on the role you want to edit. Permissions are divided into sections by function or areas in the app (open tasks, assets, etc.) You can use the search bar to quickly pull up a permission by keyword or number.
To learn more about what a permission does, click "Read More." A new window will appear explaining how the permission works and any dependencies it may have on other permissions.
To enable or disable a permission, click the checkbox next to the permission name.
If a user is currently assigned to that role, the changes will be updated the next time they log in.
When you join Limble, each role comes with a default set of permissions that are enabled and disabled. If you make changes, you may decide later to reset them to their default state.
To reset the Manager or Technician role back to the default settings, click "Reset" next to the role name.
A new window will appear to confirm your choice and let you know the following actions will occur:
The role will revert back to the set of permissions that are included by default.
Depending on changes you previously made, users with this role may be able to perform fewer or greater actions in Limble.
Limble will not remember your previous changes. We recommend reviewing the list of permission sets to ensure you are giving the desired level of access within each role.
While you can enable or disable permissions again at any time, resetting a role cannot be undone.
When you're ready to proceed, click "Yes."
(Note: custom roles or roles created from a duplicate cannot be reset.)
Duplicating Roles
Duplicating roles is an easy way to quickly set up new roles that need similar permission sets to existing roles.
Technician, Manager, and custom roles can be duplicated.
To duplicate a role, click the duplicate icon.
The new role will appear. You can change its name in the text field under Role Details > Editing Role.
Once a role is duplicated, you can enable or disable permissions as explained above.
Creating Custom Roles
Custom roles allow you to configure different permission sets to meet your unique business needs.
If you don't want to duplicate an existing role, you can create a new custom role from scratch. This method is ideal if you only need a small or specific set of permissions for the new role.
Click "Create Role."
The new role will appear. You can change its name in the text field under Role Details > Editing Role.
From here, you can enable or disable permissions as explained above.
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