---
title: How to use user roles to control permissions for groups of users
description: "User roles are a way to control the permissions for entire groups of users in Promiso. Some common uses for user roles include: - Automatically applying a set of permissions to all professional-level users for a particular profession. - Applying…"
url: "https://infomed.com/docs/how-to-use-user-roles-to-control-permissions-for-groups-of-users/"
updated: "2025-09-22"
category: User Manager
tags:
  - Permissions
  - User Maintenance
  - User Roles
---

# How to use user roles to control permissions for groups of users

User roles are a way to control the permissions for entire groups of users in Promiso.

Some common uses for user roles include:

- Automatically applying a set of permissions to all professional-level users for a particular profession.
- Applying special permissions to a certain sub set of users.
- Controlling access to certain reports so that only particular users can access them.

## Creating a New User Role

1. Go to the **User Manager** > **User Roles** > **Add/Edit** > **Coordinator/Clerical** or **Professional** page.
2. Click the **New...** button in the fixed header at the top of the page.
3. On the New User Role dialog, enter a name, description and optionally a profession (professional user roles only. More on this in the note below).
4. Click the Apply button to save the user role.

💡 **NOTE**

Applying a profession to a professional-level user role will result in all professional-level users whose staff codes are active for that profession to automatically be members of the user role.

This allows for permissions for all professional-level users for a particular profession to be controlled in one spot.

## Assigning Permissions to a User Role

1. Go to the **User Manager** > **User Roles** > **Add/Edit** > **Coordinator/Clerical** or **Professional** page.
2. Ensure that the desired user role is selected in the User Role dropdown in the fixed header at the top of the page.
3. Assign permissions in the 'Assign Global Permissions' section.
4. Click the Apply button below the 'Assign Global Permissions' section to save the changes.
5. For each profession for which the selected user role should have permissions:
   - Select the profession in the Profession dropdown for the 'Assign Permissions by Profession section'.
   - Assign permissions in the tables for the 'Assign Permissions by Profession section'.
   - Click the Apply button for the 'Assign Permissions by Profession section' to save the changes.

## Assigning Users to a User Role

1. Go to the **User Manager** > **User Roles** >**Manage** > **Coordinator/Clerical** or **Professional** page.
2. Select the desired user role in the User Role dropdown in the fixed header area at the top of the page.
3. While holding down the **Ctrl** key on the keyboard, click each user in the 'Available Users' table on the left whom you wish to add to the selected user role.
4. Click the > button to move the users to the 'Users Assigned to User Role' section on the right.
5. Click the Apply button below the table to save the changes.

💡 **NOTE**

In the case of professional level user roles, the Profession dropdown above the Available Users table can be used to narrow down the available users to only those for a particular profession.

If a profession has been assigned to a professional-level user role then the users assigned to the user-role will be managed automatically and the elements on the page will be greyed out.

## Controlling Access to Reports With User Roles

1. Go to the **User Manager** > **User Roles** >Assign to Reports page.
2. Select the desired report in the **Report** dropdown in the fixed header area at the top of the page.
3. While holding down the **Ctrl** key on the keyboard, click each user role in the 'Available User Roles' table on the left whom you wish to add to the selected report.
4. Click the Apply button below the 'User Roles Assigned to Report' table to save the changes.

💡 **NOTE**

The special <..ALL..> user role is used to grant access to all users.