A role is essentially a collection of permissions granted to a user. Below is the list of permissions offered by Gorelo, which can be grouped into a user role.
Permissions
Some permissions of Gorelo are detailed below
Ticket
Ticket Role: Can manage tickets and can perform all the actions associated with tickets.
Ticket Read Only: Can view the list of all tickets and their details.
Asset
Asset Role: Can manage client's assets and RMM devices.
Asset Read Only: Can view the list of client's assets and RMM devices and their details.
Billing
Billing Role: Can manage products, bundles, invoices, and everything related to billing.
Billing Read Only: Can view products, bundles, and invoices.
Alert
Alert Role: Can manage alerts generated by RMM devices.
Form
Form Role: Can manage forms and can perform all the actions associated with forms.
Form Read Only: Can view the list of all forms and their details, and generate shareable links.
Document
Document Role: Can manage documents and can perform all the actions associated with documents.
Settings
Settings Role: Can manage all MSP-related settings.
Default User Roles
Gorelo offers three basic roles by default. Permissions of these roles can not be altered.
Admin
Technician
Accountant
You can create more roles with different set of permissions and assign them to your users. Here's a simple guide on how to do it:
Create a Custom role
1. Click on the Settings > General > Roles icon from left navigation.
2. Click on Add Role button.
3. Provide Role Name and select Permissions for the new role and click Save button.
Assign role to users
1. The new role added can be assigned to your users from Settings > General > Users.
2. You can assign a user role to an existing user by clicking on the name of a user or by clicking on the pencil icon.
3. Now choose a role from User Role field.
4. Now hit Update button.
Your user will have only those permissions that are defined in the assigned role.