How to Manage Roles Assigned to a User

Role Management Allows Super Admins to Assign and Manage Users’ Role

  1. Home
  2. Users
  3. How to Manage Roles Assigned to a User
Last updated 11 months ago
To use this article: sign in to eCourtDate here.

Role Management Allows Super Admins to Assign and Manage Users’ Roles in eCourtDate Effectively.

Why Use Role Management?

Use Role Management to assign and manage roles for users in eCourtDate effectively.

Prerequisites

Role Management requires Super Admin access to eCourtDate. If you don't have Super Admin privileges, please contact your organization's administrator. 

How to Use Role Management

Step 1) Click on Admin Settings in the top navigation.

Admin settings

Step 2) Click on the Roles tab on the settings

settings roles tab
Step 3) Enter the desired role name, specify the permissions, and proceed to click on "Save."

  • Name: Create unique roles for individual users such as Billing, Uploader, Analyst, etc.
  • Permissions: Select only the necessary permissions.
  • Hidden Navigations: Hide specific sections from user access or view.

edit users roles form

What to Expect

After saving, you should expect to see the role created.

Frequently Asked Questions

Question: How can I trash custom roles?

Answer: To delete a role, click on the Trash button associated with that role.

Get Help from the eCourtDate Team

Schedule a Virtual Meeting