User Roles (Permissions)
This article explains how Encompass® Administrators can edit User Roles and Permissions to control access within the system. Administrators navigate to Settings > Users, hover over the desired user, and select the pencil icon to modify roles using checkboxes. It highlights caution when assigning high-level administrative roles such as Administrator, Company Setup, Purge, Encompass® ELD Admin, and User Maintenance, as these roles can significantly impact system data and functionality. Limiting the number of users with these roles helps maintain system integrity and prevents accidental data loss or misconfigurations. The guide emphasizes careful role management and coordination among Administrators.
To edit Encompass users' roles and permissions, go to Settings in the dropdown next to your name.
Click on Users.
Hover over the user's name and click the "box with pencil" icon.
Select the appropriate roles by using the checkboxes. If this is a new Administrator being added, check the box next to Role to select all. (See yellow box in image below) Once the appropriate roles have been selected, click Save.
ABOUT THE ADMIN ROLES
There are some roles we recommend you NOT give users unless you really intend for them to be doing "administrative" tasks:
- Administrator
- Company Setup
- Default
- Purge (Anything) -- i.e., Employees (Purge), Log Files (Purge), etc.
- Encompass® ELD Admin - Grant if you expect the user to help with unassigned log events, assigning ELDs to vehicles, managing the Encompass® ELD Device listing, the ELD Device listing, and Encompass® ELD default settings.
- User Maintenance
Why limit these roles? The above roles play crucial roles in the way your system is setup and behaves. We've found too many administrators spoil the data (so to speak). We recommend you keep your administrator numbers down to minimum and coordinate as a team.