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Learn how to create roles in Taskmonk.

Only Administrator users can create roles in Taskmonk.

To create a role:

  1. Log into Taskmonk and click the Configuration icon in the top-right section of the Home page.


    The Taskmonk Configuration page appears, with the Roles tab displayed by default.

  2. Click the Create Role button in the top-right section of the Roles tab.


    The Create Role modal appears.

  3. Enter a name for the new role in the Role Name field.

  4. Select the Access Types that you want to assign to the new role.
    For example, the screenshot above illustrates how a Project Manager role can be created. A project manager must be able to view project statistics and reports, and have the ability to upload unprocessed files and download annotated files. Therefore, these are some of the access types that must be assigned to a Project Manager role.

  5. Once you select an access type, the privileges associated with that access type appear in the Privileges section. Deselect privileges that you do not want to assign to the role. You can thus create multiple roles with varying privileges.

  6. Click Create once you have selected all the access types and privileges that you want to assign to the role.
    The modal closes and the new role appears in the Roles tab.

Once you have created the roles you want for your organization, you can assign them to users as required. For detailed information on doing so, see Assigning Roles to Users.

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