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
  • Administrator
  • Production Managers
  • Production Staff
  • Quality Assurance
  • Chief of Quality
  • Administrators
  • Managers
  • QA Manager
  • Retail Associate
  • 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. 1.
    Navigate to Settings
  2. 2.
    Click Roles
  3. 3.
    Add or edit Roles
  4. 4.
    Go to Users, and edit them to include the appropriate Roles.
Last modified 3yr ago
Copy link
Outline
Three ways that Roles are applied
To set up Roles: