User Roles Overview

What Is It?

User Roles can be found under the Organization Settings section of the System Settings page. This feature allows agency staff to manage role-based permissions for users within the system.
 

How Does It Work?

The User Roles page enables the creation and editing of user roles and their associated permissions.

Parts of the User Roles Page

• Add User Role
  Allows agency staff to create a new custom role with specific permission settings.
• Edit
  Enables the editing of role permissions. If the current user’s role does not allow permission edits, the checkboxes will appear greyed out.

Default Roles

By default, the system includes four predefined roles:

• Super Admin
  Role permissions are locked and cannot be edited. This role is reserved for Clariti staff who manage system-level settings.
• Platform Owner
  Role permissions are also locked. This role is intended for agency staff who require the highest level of access within the platform.
• Platform Admin
  Intended for users who need access to create, edit, and delete objects within the platform.
  The key difference between a Platform Admin and Platform Owner is that Admins do not have access to create, edit, or delete Users or Campaigns by default.
• Platform User
  Designed for day-to-day users of the Clariti system. This includes agency staff responsible for application processing, inspectors, and reviewers.

Important Things to Note

• Edit History
  The system does not currently track or display who made changes to user role permissions.