App Roles (Permission Overrides)
Overview
Use App Roles to view and manage role permission overrides for a selected business and application.
This page allows an authorised administrator to choose a business, select an application, and review the permissions available for each role. You can turn individual permissions on or off for roles such as Admin, Standard, Basic, and Custom roles. Changes are applied immediately and usually affect users the next time they sign in.
Quick start
- Select the business you want to manage.
- Select the application.
- Review the role panels shown on the page.
- Tick or untick the permission you want to change.
- Wait for the confirmation message.
- Ask the affected user to sign in again if needed to pick up the change.
Main sections / fields / actions
Business selection
Choose the business whose roles and permissions you want to manage.
Make sure you select the correct business before making any changes, especially if you manage more than one organisation.
Application selection
Choose the application whose role permissions you want to update.
The permission panels will usually only appear after an application has been selected.
Role panels
Once a business and application have been selected, the page shows the available role panels.
These may include:
- Admin
- Standard
- Basic
- Custom roles
Each panel groups together the permissions available for that role.
Permission checkboxes
Each permission can be turned on or off using a checkbox.
When you change a checkbox:
- the change is applied straight away
- a short confirmation message may appear
- the new permission setting is saved for that role
There is no separate save button for these changes.
Messages
The page may show:
- a short confirmation message after a successful change
- an error message if the update could not be completed
- guidance if the business or application has not been selected correctly
Read these messages carefully if something does not update as expected.
How permission changes work
Immediate updates
When you change a permission, the update is saved immediately.
This means you should only change permissions when you are confident the update is correct.
Effect on users
Permission changes usually affect users in that role the next time they sign in.
In some cases, users may need to sign out and sign back in before the change becomes visible in the application.
Role-based access
Each role has its own set of permissions.
Changing a permission for one role affects users assigned to that role within the selected business and application.
Best practices
Review the business and app carefully
Before changing any permission, confirm that you are working in the correct business and application.
Make changes carefully
Because changes apply immediately, update one permission at a time where possible and confirm the result before continuing.
Test with a suitable user account
Where possible, test the result of the permission change using a suitable test or non-critical user account before making broader changes.
Use custom roles for exceptions
Where available, use custom roles for special cases instead of changing common roles too broadly.
Keep a record of important changes
If your organisation requires it, keep a separate record of:
- what changed
- when it changed
- who changed it
- why it changed
Troubleshooting
The role panels are not showing
Make sure you have selected both a business and an application.
If the panels still do not appear, refresh the page and try again.
I changed a permission but the user cannot see the result
Ask the user to sign out and sign back in again.
If the problem continues, confirm that the user is assigned to the role you updated.
My change did not save
Try the change again and watch for a confirmation or error message.
If an error appears, note the message and contact support if needed.
I do not see the permission I expected
Check that you are looking at the correct role and application.
Some permissions may only appear for certain roles or apps.
A change seems to have affected too many users
Review which role was updated and which users are assigned to it.
If necessary, reverse the change or contact your administrator or support team for help.
I cannot access this page
You may not have permission to manage role settings.
Contact your system administrator if you believe you should have access.
Security and access guidance
Administrator access only
This page should only be used by authorised administrators.
Changes can affect many users
A single permission change may affect all users assigned to a role in the selected business and application.
Review before changing widely used roles
Be especially careful when changing permissions for common roles such as Admin, Standard, or Basic.
FAQ
Q: What is this page used for?
A: It is used to manage role-based permission overrides for a selected business and application.
Q: Do I need to save after changing a checkbox?
A: No. Changes are usually applied immediately when you tick or untick a permission.
Q: When do users get the updated permissions?
A: In most cases, the changes take effect the next time users sign in.
Q: Why can I not see any role panels?
A: You usually need to select both a business and an application first.
Q: Can I undo a permission change?
A: Yes. You can usually reverse the checkbox change, but you should do so carefully and confirm the result.
Q: Which roles can be managed here?
A: This may include Admin, Standard, Basic, and Custom roles, depending on the application setup.
Q: What should I do if a permission change causes a problem?
A: Review the affected role, reverse the change if appropriate, and contact support or your administrator if further help is needed.