Roles are predefined sets of permissions that define what a user can do. For example, the Charger Maintenance role specifically allows updating notes without affecting sensitive data like a tariff.
Steps to Create a Role
- Navigate to and Select the “Roles” Tab in the EV Portal Sidebar.
- Click "Add New":
- Name the Role: Choose a descriptive name (e.g., "Field Technician" or "Helpdesk Tier 1").
- Provide a Description: Explain what this role is allowed to do.
- Select Permissions: Check the boxes for specific actions this role should allow, such as "Update maintenance and notes of a charge station".
- Save the Role: Once saved, this role will be available in the dropdown menu when inviting or editing users.
Editing an Existing Role
- Locate the Role in the list and select Edit.
- Update Permissions: You can add or remove permissions (e.g., adding "Read User" to an existing manager role).
Impact: Changes to a role apply immediately to all users currently assigned to that role.
Delete an Existing Role
- Locate the Role in the list and select Delete from the dropdown menu.