How to create new user roles on the Back Office Dashboard?

In the GuardsPro, the user roles define what different users can see and do in the system. This role‑based access control model ensures that permissions are assigned according to responsibilities, keeping operations secure and efficient.

Managing back‑office user roles allows admins to control access for each team member, streamline workflows, and maintain compliance across multiple sites and regions. By customizing roles, you can ensure that the right people handle the right tasks while maintaining accurate records for audits.

📌 Prerequisites

Before managing back office user access for a client, make sure:

• You have access to the Settings > User Roles section on the Back Office Dashboard.
• You have the required permission to create and manage user roles.
• Review the existing default and custom roles to confirm that a suitable role does not already exist.
• Determine the modules, features, and permissions the new role should have based on the responsibilities of the users who will be assigned to it.

✅ This guide will walk you through the steps to create new user roles on the Back Office Dashboard:

🔐 Step 1: Log In  

• Log in to your GuardsPro Back Office Dashboard. 

• Click on your company name at the top‑right corner. 

• From the drop‑down menu, select Settings to access configuration options.

📂 Step 2: Open & Create User Role  

• Select User Roles from the submenu bar. 

• Click on New Role to create a custom role based on your needs (e.g., Vehicle Patrol Manager, Scheduler). 

• Enter a role name, add a description, and click Save.

• Your newly created role will automatically appear on the User Roles page.

📌 Note: Admin, Manager, Dispatcher, and Supervisor are default roles pre-added to the system. These roles can be edited but cannot be deleted.

⚙️ Step 3: Configure & Verify Role 

• Select the user role, then use the dropdown menus on the next page to set the appropriate access level for each module individually.

• Now, select the features you want the user role to have access to and uncheck the ones you want to restrict.

• Once you’ve made the required changes, click Save at the bottom of the page to apply them.

• Once configured, the newly created role will be ready to be assigned to the back office users. 

🛠️ Step 4: Manage User Roles  

• Use the three‑dot menu next to a role to edit or delete individual user role.

• Alternatively, use the Action button to delete multiple user roles together.

• To quickly locate a role, use the Search option available on the User Roles page.

🎯 That’s it! Creating new user roles in GuardsPro is simple and efficient. By following these steps, you can customize roles to fit your organization’s structure, control access, and manage user permissions effectively.

For further assistance, feel free to contact the GuardsPro Support Team. 

Please feel free to watch our informative tutorial video on YouTube: