How do I assign users to roles? (v3)

There are multiple ways to assign users to roles. When you assign a user to a role, you are assigning the role's permissions and preferences to the user which determines what they are allowed to do on Flight Schedule Pro. For example, if you assign a user to the Administrator Role, you would give that user administrative capabilities on Flight Schedule Pro.

If necessary, users can be assigned to more than one role.  You can assign users to roles when you add a user manually, approve a user, or by editing the user's role in their personal profile. To make role assignment changes for multiple users at once, you can mass assign or mass remove users from a role.

It is recommended that you review each role you plan to use before you assign users to that role. Then you will know what users will be capable of doing on your system before you give them access. However, you can still make changes to a role even after you have assigned users it.

Keep in mind, the less roles you assign a user to, the easier it is to understand where the user is getting their permissions. Therefore, it is recommended that you only assign users to multiple roles when it is completely necessary. It is usually unnecessary to assign a user to multiple roles that have many overlapping permissions.


Keywords: multiple roles, role, assigning roles

v3: v3 Help Articles (older version)

  1. Pilot Currency Overview (v3)
  2. How do I edit a user's pilot information? (v3)
  3. How to I setup pilot currency items? (v3)
  4. How do I setup reservation checks? (v3)
  5. How do I record evidence of TSA documentation? (v3)
  6. Dispatching Overview (v3)
  7. How do I activate flight recording with dispatching? (v3)
  8. How do I setup dispatch checks? (v3)
  9. Scheduling Overview (v3)
  10. Scheduling Rules Setup (v3)
  11. How do I setup reservation types? (v3)
  12. Eliminate last minute cancellations (v3)
  13. Priority Reservation Hours (v3)
  14. How do I specify which hours are displayed on my schedule views? (v3)
  15. How do I create a custom view? (v3)
  16. How do I set the aircraft schedule order? (v3)
  17. Should I setup multiple locations? (v3)
  18. How can I add two customers to a reservation? (v3)
  19. How do I edit role scheduling preferences? (v3)
  20. How do I setup company wide scheduling preferences? (v3)
  21. How can we schedule by aircraft type? (v3)
  22. Standby Reservations Overview (v3)
  23. How do I edit a custom view? (v3)
  24. How do I create a custom view? (v3)
  25. How do I set the schedule to show the view of my choice? (v3)
  26. How do I make a reservation? (v3)
  27. How do I display other peoples names on the schedule views? (v3)
  28. How can I change the default reservation length from 2 hours to 1.5 hours? (v3)
  29. How do I print the schedule? (v3)
  30. How do I setup multiple locations? (v3)
  31. Why you should require Customer 1 or Member 1
  32. User Management Overview (v3)
  33. How do I add and invite users? (v3)
  34. How do I approve new users? (v3)
  35. How do I view/edit a user's profile? (v3)
  36. How do I remove mass users from a role? (v3)
  37. How do I assign mass users to a role or roles? (v3)
  38. How do I assign a user to more than one role? (v3)
  39. How do I assign users to roles? (v3)
  40. How do I override permissions for a user? (v3)
  41. How do I edit and review roles? (v3)
  42. How do I edit a user's role assignment? (v3)
  43. How do I add a new role? (v3)
  44. How do I disable remote user signup? (v3)
  45. Receiving SMS text messages on your mobile phone (v3)
  46. Why managing user permissions with Roles is a good idea (v4)
  47. What are the file size and dimension requirements for images uploaded to the system? (v3)
  48. How do I redirect users to my website when they logout of Flight Schedule Pro? (v3)
  49. Cannot override my base work schedule using time-on/time-off entries (v3)
  50. Customers are not getting emails when reservations are created/edited/deleted (v3)
  51. About Pilot Roles (v3)
  52. Instructor Overview (v3)
  53. About Instructor Roles (v3)
  54. About Instructor Time-Off (v3)
  55. How to Setup Instructor Availability (v3)
  56. How do I add available shifts to a work schedule? (v3)
  57. How do I remove a Flight Instructor? (v3)
  58. How do I make time off and time on entries for instructors? (v3)
  59. How can I set the work schedule for a an instructor or staff pilot as always available? (v3)
  60. Aircraft Maintenance Overview (v3)
  61. How do I add an Aircraft? (v3)
  62. How do I edit an Aircraft? (v3)
  63. How do I down an aircraft for maintenance? (v3)
  64. How do I deactivate an aircraft temporarily? (v3)
  65. Fields description for aircraft times page (v3)
  66. How do I create a maintenance reminder for an aircraft? (v3)
  67. How to format text (v4)
  68. How do I setup Billing & Invoicing? (v3)
  69. Billing & Invoicing Overview (v3)
  70. How do I add a new flight instructor? (v3)

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