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Assign roles

In equipme, roles define what employees can see and do. As an admin, you not only create employees but also control which roles they hold. This ensures that each person has exactly the level of access they need - no more, no less.

Where to Manage Roles

To assign or change roles, go to: Settings → Roles and rights

Here you’ll see an overview of all available roles in your organization. Each role has a description, so you can quickly understand what permissions it includes.

Assigning a Role to an Employee

  1. Open Settings → Roles and rights.

  2. Click on the role you want to assign (for example, Service Desk Agent).

  3. In the role view, switch to the Users tab.

  4. Click Add and select the employee(s) who should receive this role.

  5. Confirm your choice - the role is now active for that employee.

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