Edit Or Create User Roles In Systemize

Every Systemize user must have one and only one Role. The Administrator Role allows the User complete access, including creating/purchasing additional users, changing passwords and accessing your Moraware billing portal. The Admin Role can be assigned to more than one User but it's not a good idea to make everyone an Admin. If you want to give a User the ability to do just about everything, use a Role like "Full User Plus Settings." 

Note: If you upgraded from JobTracker to Systemize, you won't see this Role built-in, but you can create new Roles. Recall that in JobTracker you could assign more than one Role to a User. In Systemize, each User can have only one Role.

Create custom Roles to limit the access for different people within your organization. This example creates a Role for a Salesperson who can create and edit Jobs and schedule Activities but cannot delete Jobs or edit Settings. 

  1. Go to Settings > Users & Roles > Roles and click +Create.

    User Role Page

  2. Enter a name for the Role. It's a good idea to enter a description so you remember what you were doing later!

    Create a New Role

  3. For each area, you can check the box for the level of permission you want to grant the Role. In this example, the Role was created to allow a User to create and edit Jobs, but the box giving permission to Delete jobs is NOT checked. 

    Role Permissions

  4. If you don't want the Role to give the User permission to edit any settings, then leave all of the Administration boxes unchecked.

    Admin Box Example

    Note: if you want the user to be able to see the "Add additional item" option in a drop-down list on a form, you will need to check the box for Job Settings.

  5. Click Save
  6. Edit a User and assign the new Role. 
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