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Kareo Help Center

Create, Find, Edit, and Delete User Role

Creating a new user role allows a Kareo PM application administrator to set pre-defined user roles with specific permissions.

See also Best Practices in User Account Management.

arrow_orange.jpgTo create a new user role

  1. Click Settings > User Accounts.
  2. Click the Manage Roles tab.
  3. Click Create New Role.
  4. Enter information. See below.
  5. When finished, click Save.

User Account - Role Details.jpg

  1. Name of role: Enter a name of the role.
  2. Permissions: Select permissions for each category.
  3. Preset Permissions: Optional. Select a pre-defined permission set that you can further customize.
  4. Description: If desired, enter a description for the role.

arrow_orange.jpgTo find a user role

  1. Click Settings > User Accounts.
  2. Click the Manage Roles tab. Roles are listed in alphabetical order.
  3. Once you find the user role, click once on the record to open it.
  4. Make changes and click Save.

arrow_orange.jpgTo edit a user role

  1. Click Settings > User Accounts.
  2. Click the Manage Roles tab.
  3. Once you find the user role, click once on it to open.
  4. Make changes and click Save.

arrow_orange.jpgTo delete a user role

  1. Click Settings > User Accounts.
  2. Once you find the user role you want to delete, check the box on the right.
  3. Click Delete.
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