Create roles that match real jobs at your site, switch on the permissions each role needs, and assign users to them.
Who this is for: Admins.
Before you start:
You need the admin permission for Roles.
Know which jobs need more than standard access. Users without a special role get standard access, which covers most frontline users.
The LeanSuite Administrator role has every permission in every module.
Time: 5 minutes.
How permissions work
LeanSuite does not use fixed access levels. You create roles that match real jobs at your site, such as CI Engineer, Quality Supervisor or Projects and Work Orders Admin, and switch on exactly the permissions each role needs.
Steps
In the left menu, open Admin > Roles. The Permission tab of Users & permissions opens with the list of roles.
Click Add New. On the Add New Role page, enter a Role Name and a description.
Under Module Permissions, pick an Application Module and turn on the actions this role can perform in it, for example view, create, approve or manage settings. Repeat for each module. General Permissions holds the admin-level permissions.
Click Create Role. Then open the role from the list and add its users.
Ask each user you added to sign out and back in. The change takes effect at their next sign-in.
What you should see
The role appears in the Roles list with its members. After signing back in, those users see the modules and settings the role allows.
Where roles are used
Daily Standard Work: assign checklists and audits to a role.
SOP and document sign-off: assign sign-offs and approvals to a role.
LMS: assign courses and learning plans to a role, for example for onboarding.
Workflows: control who can move a Project, Work Order or Issue to the next status.
KPIs and dashboards: control who can see them.
When someone new joins a role, they automatically get everything assigned to that role.
Roles vs skills
Use roles for what someone is allowed to do in LeanSuite. Use skills in the Skill Matrix for what someone is qualified to do on the floor, such as forklift or labeler.
If it does not work
Problem | Likely cause | Fix |
A user says a setting, for example Projects settings, is still missing | They have not signed in again since the change | Ask them to sign out and back in. |
A user has more access than expected | They are in more than one role | Open each role and check its members. Remove them from roles they do not need. |
You cannot open Admin > Roles | Your own role does not include managing roles | Ask a LeanSuite Administrator at your site to give your role that permission. |
Everyone in a role gets the same checklist marked done when one person completes it | A role assignment is complete for the whole role once one member completes it | Assign individual users when every person must complete it. See Publish and schedule a checklist. |
Related
Add a user
Publish and schedule a checklist
Getting started: Admin
What is the Skill Matrix? (open the article)