User roles are essential for controlling access to different features and modules within MSPortal. This guide walks you through creating custom roles for your team members.

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Prerequisites

  • You must be logged in as a Primary Admin or have the “Manage Roles” permission
  • Plan which permissions each role needs before creating it

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Steps

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1. Navigate to Settings

Go to https://msportal.ai/company_overview and click on Settings in the main navigation.

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2. Access Users and Roles

Click on Users and Roles from the Settings menu.
Important: You must create roles before importing users, as each user must be assigned to a role.

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3. Configure Role Permissions

On the Create Role form, configure the following:

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Role Details

  • Role Name: Enter a descriptive name (e.g., “Help Desk Technician”, “Account Manager”)
  • Description: Add a brief description of the role’s purpose
  • Set as Default: Check this box if you want this role to appear first in dropdown menus

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Permission Levels

Permissions are organized by module with three access levels:
  • Read: View-only access to module content
  • Write: Can create and edit items (tickets, tasks, etc.)
  • Manage: Full module administration including settings

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Module Permissions

Select appropriate permissions for each module:
  • Company Overview
  • Ticketing
  • Training
  • Compliance
  • Reporting
  • Calendar
  • Planner
  • Devices
  • Budgets
  • Goals
  • Surveys

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Administrative Settings

The Settings section at the bottom controls system-wide permissions:
Warning: Be cautious when granting Settings permissions, especially:
  • Import/Export permissions (access to sensitive data)
  • User Management (can create/modify other users)
  • Integration Settings (can modify external connections)
  1. Administrator: Full access to all modules and settings
  2. Manager: Read/Write access to most modules, limited settings
  3. Technician: Read/Write for tickets and devices, read-only elsewhere
  4. End User: Read-only access to relevant modules

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4. Save the Role

Once you’ve configured all permissions, click the Create Role button at the bottom of the form.

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Next Steps

  • Import users and assign them to the new role
  • Review and adjust permissions as needed based on user feedback
  • Create additional roles for different team functions

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Tips

  • Start with restrictive permissions and add more as needed
  • Document each role’s purpose for future reference
  • Regularly audit role permissions to maintain security
  • Consider creating template roles that can be duplicated and modified