Getting Started: Managing Your Team

Managing Your Team

Introduction

This section is intended for managers, IT staff or users who will be managing the user base of Validere 360. 

Creating a Custom Role

Validere 360 has preset roles available for users including: Operator, Foreman, Manager, Calibrator, Admin and Spectator. To create a custom role with a new set of access definitions, click on the 'Roles' tab. Then click on 'Create a New Role' and fill out the associated details in the pop-up.

Creating a New User

To create a new user, click on the add new user symbol in the top right. Then fill out the associated information. Assigning a user to a site means that they will only have access to the lab devices and workflows that are associated with that site. Any custom roles that may have been created will now appear in the 'Role' drop-down menu. 

Updating a Role

If you decide that an existing custom role needs to have its access definitions revised, this can be done by clicking on the 'Roles' tab and selecting the custom role that you would like to edit. Revise the access definitions and once you have decided on a new set of permissions, click 'Update'.

Removing a Role

If you decide that an existing custom role is no longer needed, you can remove it from the list of available roles by navigating to the 'Roles' tab. Find the custom role you would like to delete, and click on 'Remove'.

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