User Roles & Permissions in WorkstandIQ

Customizing user roles and permissions for Loyalty and Performance.

Add a New Role

Edit Role Permissions

Assign New Role

Disable/Remove a User

Add a New Role

• Navigate in WorkstandIQ to users by clicking the Gear icon and selecting Users.
• Click the "Roles" button.
• Click the "+ Create New Role" button.
• Enter the name for the new Role.
• Press the "Create" button.

Edit Role Permissions

• Navigate to Users by clicking the Gear icon and selecting Users.
• Click the "Permissions" button.
• Check the appropriate boxes for the appropriate Role(s) to give access.
• Press the "Save" button for each individual section before moving on to the next section.

Assign New Role to a User

• Navigate to Users by clicking the Gear icon and selecting Users.
• Press the "Edit" button for the appropriate user.
• Check the appropriate Role box.
• Press the "Save" button.

Disable/Remove a User

To disable a user account or delete the account entirely:

• Navigate to Users by clicking the Gear icon and selecting Users.
• Locate the user and click the "Edit" button next to their name.
• Uncheck the Enabled box to disable the user's account and click the "Save" button.
• To delete the user account entirely, click the "Delete" button at the top of the user's page.  Deleting an account cannot be undone.