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

• 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.