Manage roles and permissions

Destiny Help Desk uses roles and permissions to determine what users can see and do. Each district can create custom roles, and assign the appropriate permissions. For example, a teacher can have permission to submit a request, but not approve or assign it.

You can add or edit a role and assign permissions for requests and preventive maintenance.

To add a new role:

1. Log in with an Administrator account.
2. Select Users > Manage Roles.
3. Click + Add Role.
4. Enter a Role Name.
5. If you want this user to assign requests, select what role(s) they Can Assign To.
6. Under Permissions, select the checkboxes for the desired permissions.

    

   Request permissions

   Permission	Users can...
   Add Inventory to Requests	Add inventory items to requests.
   Approve on Behalf of Others	Approve a request for another user. Note: If a user has this permission and submits a request while on an approval path, the request will be pending approval.
   Approve Requests	Approve requests.
   Assign Requests to Others	Assign work orders to others. Note: If you select this permission, make sure you have the applicable role(s) selected in the Can Assign To drop-down in step 5 above.
   Associate Requests with Project	Assign a request to a project.
   Bypass Approval	Users with this should see a checkbox labeled Require Approval on this Request above the Submit Request button. The checkbox is selected by default. If you deselect this, when users submit a request, it is automatically approved.
   Can Be Assigned Requests	Be assigned work on requests.
   Can Submit Request on Behalf of Others	Enter a request on behalf of another user.
   Cancel Requests	Cancel requests.
   Close Requests	Officially close out a request, and be automatically notified of completed requests.
   Complete Requests on Behalf of Others	Complete requests that are assigned to other users.
   Edit Requests	Edit request information.
   Enter Budget Code on Requests	Enter budget code information on requests.
   Enter Labor And Purchases on Requests	Enter labor hours and purchase information on requests.
   Enter Purpose on Requests	Enter a purpose for requests.
   Manage Projects	Manage projects within the system.
   Reroute Requests	Re-route requests for additional approval.
   Submit Requests	Submit requests.
   View All Requests	View all requests at a specific building.
   View Labor and Purchases Report	Access the Request Labor and Purchase reports.
   View Requests Report	Access the Requests report.

    

   Preventative maintenance permissions

   Permission	Users can...
   Manage PMs	Add or edit preventative maintenance schedules.
   View PMs	View preventative maintenance schedules.

    

    

7. Click Save.

To edit an existing role:

1. Log in with an Administrator account.
2. Select Users > Manage Roles.
3. On the role you want to edit, click .
4. Make any desired edits.
5. Click Save.