Roles control which features each user can access in your lab. Manage roles from Lab → Roles (/tenant/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 the account menu (account circle, top right) and choose Roles under your lab name when your account includes these permissions. On wider screens, select your lab name in the account menu and use the Roles link in the Lab sidebar.

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. Click Create.
4. From the roles list, open the new role (name link or Edit pencil) to assign Functions (permissions) and Users on the Edit Role page.

Edit or delete a role

Open a role from the list (name link or Edit pencil). On Edit Role, update the name and description and click Save; add or remove Functions and Users as needed. Under Users, enter an email and click Add; if that person does not already have a Lab Axiom account, Lab Axiom creates one and emails an invitation with a temporary password. Built-in default roles cannot be renamed or have their privileges changed—you can still assign or remove users.

Use the delete (trash) action on a row to remove a custom role. Deleting a role may affect users assigned to it—confirm carefully. Built-in roles cannot be deleted.

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. When a user deletes a customer, the confirmation dialog warns that all samples and results associated with that customer will also be deleted. When a user deletes a sample, the confirmation dialog warns that all results associated with that sample will also be deleted. When a user deletes a lab, the confirmation dialog warns that all tests associated with that lab will also be deleted.

Google Sheets export and import

List ⋮ menus expose separate export and import functions per entity (for example test.export, result.import). They are not included automatically when a role can read, create, or update records. Built-in Admin includes all Sheets functions. Built-in Manager includes result.export and result.import only. Built-in User has neither. Custom roles must be granted these keys explicitly.

Create Google Sheets Template and catalog create import also need the matching create permission. Catalog update import and Results import need the matching update permission. Catalog Sheets (Customers, Samples, Tests, Labs) stay Admin-only by default. See Exporting list data to Google Sheets in Lab Axiom and Importing catalog data from Google Sheets in Lab Axiom.

See also

• Managing users in Lab Axiom
• Configuring sample forms in Lab Axiom
• Managing lab profile and sample codes in Lab Axiom
• Importing catalog data from Google Sheets in Lab Axiom