Can I configure the access options for my technicians?

How do I manage user roles and permissions?

Role and permission management allows you to precisely control what each user can access within your organization, using the Secure Exchanges online portal. Here's how to configure these settings in the Secure Exchanges online portal.

This option is available on our online portal.
You must log in to your account and then click on Options-Roles and permissions:


Next you need to add a group by clicking on "Add a role group" and define its permission level and then assign the relevant technicians to it.


Info
To add users to a role group, you must click on the number of users in the table:



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