Understanding Assure Roles Management
Overview
Roles Management allows administrators to control the permissions available within VERSA Assure.
Roles define the actions users can perform and determine which areas of the platform they can access.
Viewing Roles
The Roles Management screen displays all roles available within your organisation.
These may include:
- System-defined roles
- Custom roles created by your organisation
- View role details
- Review assigned permissions
- Search for specific roles
- Filter roles by type
For each role you can:
- View role details
- Review assigned permissions
- Search for specific roles
- Filter roles by type
Viewing Role Permissions
To review the permissions assigned to a role:
- Locate the required role.
- Select the View icon.
- Review the permissions associated with that role.
Why Roles Matter
Assigning users to appropriate roles helps ensure:
- Secure access to the platform
- Consistent permission management
- Compliance with organisational policies
Best Practice
Review role permissions periodically to ensure they continue to meet your firm's operational requirements.
Related Articles
- How to Create a Custom Role
- Assigning User Roles in Assure
- Understanding the Assure Roles Audit Log