Roles

In This Guide

What is a Role?

For more information on what roles are and how they fit within the Katapult system refer to the organisations, users and roles definition.

Create a new role

  1. Select Users & Access -> Roles from the left sidebar
  2. Click the Add new role button
  3. Give the role a name, i.e. system administrator, or finance team member, etc.
  4. Select any of the appropriate permissions for this role, i.e. a finance team member should only really see billing related screens within the Katapult console.
  5. Click Save.

The role has now been created. You can now assign users to a role.

Assign a user to a role

To see how to add or remove a user from a role, see the users how-to guide.

Remove a role

  1. Select Users & Access -> Roles from the left sidebar
  2. Select the three dots next to the role you wish to delete
  3. Select Delete

The role has now been removed.