For Admins: Resource Permissions

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Role and Permissions is where administrators manage roles, grant or remove permissions, assign users to roles, configure resource access, and organize departments.


How do I add or remove role-based access to a resource?

  1. From the Roles and Permissions screen, click the Resource Permissions tab.

  2. Use the filters and search to locate a resource.

  3. Click Manage Permissions to open the Add Roles to Resource modal.

  4. Add or remove role-based access to that resource.

Note: System roles may be visible in this view, however they cannot be removed.


Frequently Asked Questions

Find answers to common questions about the application.

What should I do if I have a problem with ERM?

If you are unable to log in to ERM or if you encounter a problem with one of the modules in ERM, please submit a ticket in our Support Portal.