Overview

Administrators can edit the permissions of the standard Scheduler and Resource roles or create custom roles with specific permission sets. Users can be assigned any combination of roles.

Users with multiple roles are granted all of the permissions from their assigned roles.

For example, a user that has both a standard Scheduler role and a custom role that does not include the ability to dispatch resources will still be able to dispatch resources.

Required permissions (⚠️)

Certain role permissions are required to access the Skedulo web app and Skedulo mobile app.

Users assigned a role that does not include these base-level permissions will not have access to the web app and/or mobile app and will receive an error when attempting to log in to the app.

These permissions are identifiable in the permissions list with a ⚠️ icon in the description. 

Additionally, some pages in the web app may require users to have multiple permissions to access them, such as both view and modify permissions. 

Modifying standard role permissions

Skedulo's standard roles have a pre-defined set of permissions by default. These roles can also be modified to add or revoke permissions for users with these roles. 

1. Navigate to the Settings > User roles page.
   
2. Click the standard role for which you want to adjust the default permissions, for example, Scheduler.
   
3. On the Permissions tab, click a chevron to expand a section and then select or deselect permissions as required.
   When you make changes, a non-default label is added beside any options that you've updated. The section header of the permissions category you've made changes within also includes a label to inform you of how many non-default permissions there are.
   
4. Click Save.

Resetting a standard role

If you make changes to the permissions assigned to the standard Scheduler or Resource roles, you can easily reset to the default permissions set.

To reset any changes you've made to the standard Scheduler or Resource roles:

1. Navigate to the Settings > User roles page.
2. Select the standard role you want to reset.
3. Click Reset permissions to default on the Actions dropdown menu.
   

Cloning a standard Skedulo role to create a custom role

Custom roles can be created by cloning one of the standard Skedulo roles and modifying the default permissions to add or revoke permissions. 

Skedulo recommends this approach for creating new custom roles. We do not recommend creating a new role from blank to prevent roles from being created without the required set of base permissions to use the Skedulo apps. 

The following procedure shows how to clone the standard Resource Skedulo role to create a custom role with all of the standard Resource permissions, but with access to the Skedulo web app. 

1. Navigate to the Settings > User roles page.
2. Click Create role, to display the Create a new user role modal.
3. Provide a Name and Description for the new custom role that you want to create.
   
4. Select Create from existing role and select the resource you want to clone from the dropdown menu.
5. Click Create to save your changes and create the role. The permissions page for your new role is displayed.
   
6. Expand the Scheduling section and select View and modify schedule. 
   
7. Click Save. Your custom role is saved and you are returned to the User roles list view page.

Assigning the custom role to a user

To assign your new custom role to a user:

1. Navigate to the Settings > Users page.
2. Click the name of the user to whom you want to assign the role. Their details page is displayed.
3. On the user's details page, select the new Resource web app user from the Roles dropdown menu.
4. Click Save to apply the role to the user. 

Creating a new custom role from scratch

1. Navigate to the Settings > User roles page.
2. Click Create role to display the Create a new user role modal.
3. Provide a Name and Description for the new custom role that you want to create. 
4. Select Create from blank.
   
5. Click Create.
6. On the permissions page for your new custom role, select the permissions you want users with this role to have.
7. Click Save to save your changes.