How do I create and assign roles?

A role is a set of portal access permissions that can be assigned to users. There are two default roles that cannot be edited:

• Entry User – all users are automatically assigned this role upon creation. This role is required for letting users open entries via the mobile app.
• Super Admin – gives full portal access with edit permissions.

To create a role:

1. Go to https://control.openpath.com/login and log in.
2. Go to Users > Role Management and click the blue Create Role button on the top left corner. Enter a name, description, and assign users.
3. Select the permissions you’d like this role to have. For example, you can create a role that gives read-only access to the portal. 
4. Click the blue Save button in the lower right corner.

To assign a role:

1. Go to https://control.openpath.com/login and log in.
2. Go to Users > User Management and click on a user to go to their User Details.
3. To assign roles, click the checkbox to enable Portal Access.
4. Click on the Roles field to assign roles.
5. Click Save.

NOTE: You can assign multiple roles to the same user. The user’s permissions will be cumulative across all assigned roles.