Setup - User Roles

Last updated: September 23, 2026

Overview

User Roles is a function for setting up the roles Users may take on a production line. These roles can then be used in the Skills Module for grouping skill requirements on production lines. Roles can also be assigned to non-production Users, such as Engineers, Mechanics, and Office personnel. This is important to understand, because with roles, training can be tracked for individuals who will never use the "Check In" function on a production line.

Prerequisites & Preparation

  • Required Permissions: User Manager or Administrator

Step-by-Step Configuration

  1. Navigate to the Menu: Go to Setup > User Roles.

  2. Initiate Creation: Click Add New in the upper right corner.

  3. Enter Details:

    • Code: Choose a unique code for the Role.

    • Description: Describe the Role.

  4. Define Attributes: N/A

  5. Save & Finalize: Click Save.

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