Role configuration#

This guide is for implementers configuring role-based access in OpenSPP: assigning roles to users, understanding global vs local roles, and managing access permissions.

What you'll find here#

Quick start#

To configure role-based access:

  1. Navigate to Settings → Users & Companies → Users

  2. Create or select a user

  3. Go to the Roles tab

  4. Add role lines with optional date bounds

  5. For local roles, assign Center Areas to restrict data access

For a fully illustrated walkthrough with step-by-step screenshots, see Administrating role-based access.