Understanding Roles in Axial Shift

Roles are how Axial Shift controls what your team members can see and do within the platform. Each role determines the level of access a user has—for example:

• Creating or editing challenges

• Viewing reports

• Accessing specific information

Properly setting roles ensures your team members can perform their tasks without giving unnecessary access.

Managing Roles in Axial Shift

To view or manage roles:

1. Go to Settings in the platform.

2. Click on Roles.

Here, you’ll see the default roles, which include:

• Manager

• General Manager

Adding a New Role

If you want to create a custom role (for example, Regional Manager):

1. Click the plus (+) icon at the top-right corner of the Roles page.

   

2. Give your new role a name.

3. Check the permissions that role will have.

   

4. Click Save.

Editing a Role

To change the permissions for a role:

1. Click the pen and paper icon next to the role you want to edit.

   

2. You’ll see a list of permissions—check or uncheck them based on your needs.

   • For example, allow a role to edit challenges but not view reports.

     

3. Click Save when you’re done.

   Tip: You can edit roles anytime, so you can adjust access as your team’s needs change.

Assigning Roles to Jobs

Creating or editing a role alone does not give access to any team members.

• To give someone the permissions you just set, you must assign the role to a job.

• Once a role is assigned to a job, all team members with that job code inherit the role’s permissions.

Key Points to Remember

• Roles define what users can do, not who gets the permissions.

• Always assign a role to a job code to make it effective.

• Roles can be edited at any time to adjust permissions.

By carefully managing roles, you ensure the right team members have the right access, improving both security and efficiency.