Set up Roles

In Atlas, Roles are used to control what users can see and access. Here are some common Roles you might need for your company:

Manufacturing
Retail
Labs
Manufacturing
  • Administrator

  • Production Managers

  • Production Staff

  • Quality Assurance

  • Chief of Quality

Retail
  • Administrators

  • Managers

  • QA Manager

  • Retail Associate

Labs
  • Administrators

  • Quality Assurance

  • Lab Technician

  • Chief of Quality

  • Chief Science Officer

Three ways that Roles are applied

1. On Document and Procedure Folders:

Roles can be applied to Folders to control access to their contents.

2. On Specific Documents and Procedures:

Roles can be applied to specific Procedures for different access levels.

3. To control who can perform steps

Roles can control who can perform what steps on a procedure.

To set up Roles:

  1. Navigate to Settings

  2. Click Roles

  3. Add or edit Roles

  4. Go to Users, and edit them to include the appropriate Roles.