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.Navigate to Settings
2.Click Roles
3.Add or edit Roles
4.Go to Users, and edit them to include the appropriate Roles.

Add Users

Procedures

Last modified 3yr ago