Managing the User Roles

Follow the instructions below to add a new role and assign the access to the MANTIS software features accordingly.

 

To add a new role:

1. In the Role Management window, choose from the following options:

   • Click the Add Role button. The new role name will be listed as New Role.

   • Select an existing role, and then click the Duplicate button. The new role name will be listed as the duplicate role’s name with number, i.e: Administrator (1), Supervisor (1), Operator (1), New Role (1), etc.

2. Under the Permission column, select the checkboxes of the MANTIS features that you want to assign to the new role.

   

   Assign Access to the Features in the MANTIS Software

3. Click Save when you’re done.

If you already created a new role, you can modify the role as needed. You can either change the MANTIS software features access, or rename the role. Follow the instructions below to modify the existing role.

 

Prerequisites:

• You have added at least 1 role in the Role Management window.

 

To modify an existing role:

1. In the Role Management window, select a desired role and choose from the following options:

   • To change the role’s access to the MANTIS software feature, select or clear the listed features under the Permission column.

   • To rename the role, click the Rename button or right click on the selected role and select Rename. Type a new name, and then press Enter on your keyboard to apply the changes.

     Rename a Role in the Role Management Window

   Tip: To quickly rename a role, you can double click the selected role. Then, type a new name and press Enter on your keyboard.

2. Click Save when you’re done.

 

To change color for an existing or non-default role:

1. In the Role Management window, you can either:

   • Double-click the color box of the role.
   • Right-click on the selected role and click Change Role Color.

2. Select a color from the Color window and click OK to apply the changes.

   Change the Role Color Indicator

3. Click Save when you’re done.

If you have already created a role but it hasn’t been used or hasn’t been assigned to any users, you can remove it from the list. With this, you can better manage the user roles because unnecessary roles won’t overfill the Role Management window. Follow the instructions below to remove an existing role.

 

Prerequisites:

• You have added at least 1 role in the Role Management window.
• You have confirmed that the role you want to remove is not assigned to any users.

 

Important: You cannot remove a role that has already been assigned to a user. Change the assigned user’s role in the User Management settings before removing it.

To remove an existing role:

1. In the Role Management window, select a desired role and click the Remove button.

   

   Remove an Existing Role from the Role Management Window

2. Click Save when you’re done.