Roles control which features each user can access in your tenant. Manage roles from Admin → Roles (/admin/roles).

Permissions required

• admin.role.read — view the roles list
• admin.role.create — add roles
• admin.role.update — edit roles
• admin.role.delete — delete roles

Open Admin from the main menu (hamburger) when your account includes these permissions.

View and sort roles

The Roles page lists each role with its name and description. Click column headers to sort.

Create a role

1. Click Create Role.
2. Enter a name and description.
3. Select the functions (permissions) this role should grant.
4. Save the role.

Edit or delete a role

Use the edit (pencil) or delete (trash) actions on a row. Deleting a role may affect users assigned to it—confirm carefully.

Delete permissions for records

Separate functions control Delete actions on list grids—for example customer.delete, sample.delete, test.delete, and lab.delete. Assign those functions only to roles that should remove records. Removing a role does not delete customers or samples; it only changes what users may do going forward.

See also

• Managing users in Lab Axiom
• Configuring sample forms in Lab Axiom