A guide to creating Role-Based Permissions settings and assigning them to your users.
Role-Based Permissions help you limit which users have access to which features in 1Breadcrumb by assigning them standardised permissions called Roles. This guide will show you how to create roles and assign them to users.
Table of Contents
Requirements
Permissions: Company Host Permissions are required to access the Company Settings. If you do not have access, please contact your 1Breadcrumb administrator.
Web Portal Instructions
Step 1: Navigate to the Permissions Settings
- Click on your name on the top right of the screen
- From the dropdown, select Company Settings
- Navigate over to the Permissions Settings tab
- Select the Role Definition sub-tab
Step 2: Add a New Role and Define the Role's Permissions
- Under Name, give your Role a name and select Add New Role
- Note: If you use Procore, these roles will automatically pull from Procore. Here is a guide on how to set that up: Click Here
- Once added, find your Role from the list below
- Select the green Permissions button on the right of your new Role
- Assign the specific Permissions you want for that Role
- Click on Update Permissions to save your changes
Step 3: Navigate to the User Permissions Menu
- Click on your name on the top right of the screen
- From the dropdown, select Permissions
- Next, decide if you want to add your User as a Company Host or Site Host
- For more information, here is a guide explaining the difference between a Company Host and a Site Host: Click Here
- Select Add New User + and enter their Mobile Number
- Under Roles, select your new role from the dropdown
- Select + Add New User to finalise the changes
You have now successfully assigned a User with Role-Based Permissions.
Mobile App Instructions
This feature is not available on the Mobile App.