aboutsummaryrefslogtreecommitdiffstats
path: root/docs/_includes/admin-tasks-content.md
diff options
context:
space:
mode:
Diffstat (limited to 'docs/_includes/admin-tasks-content.md')
-rw-r--r--docs/_includes/admin-tasks-content.md26
1 files changed, 20 insertions, 6 deletions
diff --git a/docs/_includes/admin-tasks-content.md b/docs/_includes/admin-tasks-content.md
index b62e9f531..3f18a00dc 100644
--- a/docs/_includes/admin-tasks-content.md
+++ b/docs/_includes/admin-tasks-content.md
@@ -468,7 +468,7 @@ To synchronise your records once you're back online, just visit any page on FixM
#### Creating a staff account
-<span class="admin-task__permissions">Permissions required: User must be marked as staff; ‘Edit other users’ permissions’ must be ticked.</span>
+<span class="admin-task__permissions">Permissions required: User must be marked as staff; ‘Edit users’ details’ must be ticked.</span>
<img alt="From the user admin page you can administer staff accounts" src="/assets/img/pro-user-guide/user-admin-page.png" class="admin-screenshot" />
@@ -478,29 +478,43 @@ You’ll see a table of existing users. Below this is the ‘add user’ interfa
First create the basic user account by inputting a name and email address, plus any other contact
details desired. Once this is done and you have saved the input, you can edit the account to assign
-any permissions required.
+any roles or permissions required.
You can use the same form to create a user account for a resident or a member of staff, so tick
‘staff user’ if you wish to create an admin account.
The new staff user can then log in via the normal method.
-#### Assigning permissions
+#### Creating roles
+
+<span class="admin-task__permissions">Permissions required: User must be marked as staff; ‘Edit other users' permissions must be ticked.</span>
+
+Go to the ‘Roles’ tab in the admin menu.
+
+Here you can create a group of permissions, called a ‘role’. See [Staff user
+accounts](../staff-user-accounts/) for some possible examples, but you can use
+whatever makes sense to your own organisation.
+
+Once you have created a role, you can then assign a user to one or more roles
+to give that user access to all the permissions of those roles, without having
+to assign permissions individually for each user.
+
+#### Assigning roles and permissions
<span class="admin-task__permissions">Permissions required: User must be marked as staff; ‘Edit other users' permissions must be ticked.</span>
<img alt="You can assign permissions to users on this screen" src="/assets/img/pro-user-guide/user-admin-permissions.png" class="admin-screenshot" />
Once you have created the basic staff user account, you’ll be taken to a page where you can assign
-permissions.
+roles and permissions.
You can also always edit any user from the table at the top of the Users page by clicking ‘edit’.
-Check the boxes relating to the permissions you wish that user to have, and click ‘submit changes’.
+Select the roles or permissions you wish that user to have, and click ‘submit changes’.
#### Setting categories or areas
-<span class="admin-task__permissions">Permissions required: User must be marked as staff; ‘Edit other users' permissions’ must be ticked.</span>
+<span class="admin-task__permissions">Permissions required: User must be marked as staff; ‘Assign users to areas’ must be ticked (for areas).</span>
<img alt="You can allocate categories to individual users by checking the relevant category boxes" src="/assets/img/pro-user-guide/user-admin-categories.png" class="admin-screenshot" />