Team Roles

Assigning team members to esignature and permission role groups

Team Roles are used to control:

  1. Which people have authorization to complete a Manufacturing or Incoming Inspection Approval Step with their electronic signature.

Example:
Anyone one who is assigned to the "Production Admin" role can e-sign for the Manufacture Signature of a Batch. After their esignature, a person in the role of "Quality" must e-sign before the batch is released.

  1. Permissions. Any team member assigned to a specific role will receive all permissions associated with the role.

Example:
Members of the Admin role have full permission to make changes in DataNinja.

Navigating to Team Roles

  1. Click the gear icon in the top right corner.
  1. Under "Settings" click "Team Roles".

Adding a Team Member to an Existing Role

From the Team Roles page, double click the Role the team member should be added to, or click "Edit" in the Actions column.

Start typing a member's name and select them from the dropdown to assign a team member to the role selected. Specify if the member is a Contractor or not, then hit "Save".

Creating a New Custom Role

From the Team Roles page, select the "Add Role" button at the top right of your screen. Then specify the name of the role, which users should be added before hitting "Save".


What’s Next

Define and edit permissions for Team Roles.