Roles control what each staff member can open and change in Cadence.
Where to go in Cadence
Section titled “Where to go in Cadence”| Task | Where |
|---|---|
| Define what a role can do | Settings → Organisation → Roles |
| See or change who has which roles | Staff directory → open a person → Access tab |
| Add the same roles to many people at once | Staff directory → Tools (…) → Bulk assign roles |
In this section
Section titled “In this section”- Managing roles - create custom roles and choose permissions.
- Assigning roles - give roles to one person, when adding staff, or in bulk.
- Troubleshooting - when someone cannot open a screen or access looks wrong.