Role Management
Creating custom sets of permissions to define what users can do.
What is Role Management?
Role Management is where you create and define the job functions within your OmniFleet system. A "Role" is simply a collection of permissions that you can give a name to, like "Manager," "Dispatcher," or "Mechanic." When you assign a role to a user, you are giving them all the permissions associated with that role.
Why is it Useful?
This feature is the key to implementing the principle of "least privilege," a security best practice that means users should only have access to what they absolutely need to do their jobs.
- Granular Control: Instead of giving everyone full admin access, you can create a "Viewer" role that can see the dashboard but cannot edit or delete anything.
- Efficiency: Create a "Maintenance" role that can only access vehicle service logs and update maintenance records, without being distracted by other parts of the platform.
- Scalability: As your organization grows, you can create new roles for new job functions without having to manually assign permissions to each new employee. Simply assign them the appropriate role.
For example, you could create a "Branch Manager" role that has permissions to manage vehicles and users, but only for their specific branch (when combined with Group Access).
The Role Management Page
Path: /roles
This page lists all the custom roles you have created. From here, you can create, edit, or delete roles.
How to Manage Roles
Creating a New Role
- Navigate to the Roles page from the sidebar.
- Click the + Add Role button.
- Define the new role and its permissions.
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Type
- Click Create Role to save it. The new role will now be available to assign to users.
Updating a Role
You can add or remove permissions from a role at any time.
- From the role list, find the role you wish to modify.
- Click the icon for that row.
- Select Edit .
- Modify the name, description, or check/uncheck permissions from the list.
- Click Submit to save your changes. The permissions for all users with this role will be updated instantly.
Deleting a Role
If a role is no longer needed, you can remove it.
- Find the role in the list.
- Click the icon.
- Select Delete .
- Important: You cannot delete a role if it is currently assigned to one or more users. You must first edit those users and assign them a different role before you can delete the old one.