Applies to: SmarterTrack 4.x

Every SmarterTrack user is assigned a role, which defines permissions and dictates which features the user has access to. By default, SmarterTrack has several predefined roles. In addition, system administrators can create custom roles that further define a user's ability to view reports, delete Tickets, create KB articles, etc. NOTE: For information on creating custom roles, please refer to the KB article How To – Create Roles.

Follow these steps to assign a role to agents or users: 

1. Log in to SmarterTrack as a system administrator. 
2. Click Management Interface. 
3. Click Settings on the main toolbar. 
4. Expand the System Settings and Organization folders. 
5. Click Users in the left tree view.
6. Select desired user and click Edit. 
7. Click the Roles tab. 
8. Check the roles that you wish to enable for the user.
9. Click Save.

For more information on roles or the permissions associated to a specific predefined role by default, please refer to the Roles section of the SmarterTrack Online Help.