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. 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. 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.

See also

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