User roles

User roles

Portal user roles is an effective way to manage your users’ permissions. For example, you may wish to define the difference between a ‘Standard user’ and an ‘Admin user’. 

To add and edit user roles, you will need to access the Admin Portal. To access it you need to click on the 'Portal' drop down within the header of your portal. You will then be presented with a drop down list. If you cannot see an option for 'Admin Portal', you do not have the relevant permissions and will need to speak to your administrator to add the relevant permissions.

If you would like to learn more about using the Admin Portal, please see our Admin Portal User Guide here.

In order to add users to their respective roles, you first have to set them up. Please see below to find out more.

Adding a user role

To set up a user role, click on Portal User Roles, found at the top of the screen in ‘Admin Portal’.

1. Click on the ‘Add new’ button found at the top right of the screen.

2. Enter the name you wish to use along with a description of that role. You will have the option to toggle on ‘Can see own invites only’ if you wish and on the right side of the screen, you will see a list of permissions. When you have set the permissions for the desired role, click ‘Save’ to continue. If you would like to understand permissions more, click here.

You will now see your newly created ‘User role’ within this section. Please note, once a role has been created, you will need make it ‘Active’ before using it.

Adding a user to a User role

1. To assign a user to a role, navigate to ‘Portal Users’ in ‘Admin Portal’.

2. Click on the user you wish to add the role to and a new screen will open.

3. Click on the ‘Roles’ field at the bottom of this screen and any available roles will appear in the list. Once you have selected the role, click on ‘Update’ to save the changes.

Got any questions?

If you have any questions please reach out to the Credas support team by logging a support ticket using the 'Submit a Ticket' button at the top of the knowledge base.

We are committed to continually improving our support resources for you. We would greatly appreciate your feedback below to help us enhance your experience.