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 2yr ago