# Roles, Sections, Types ## Roles, Sections, Location Types Cohort Locations provide a dynamic classification system (taxonomy) that allows for creating organisation roles, sections, and location types. ## Roles **Roles are used to assign users to sections for a given location.** A role can have a name, icon, colour, and type. Examples of roles are Employee, Manager, and Director. To create a role, select options and then manage roles. ### **Understanding Role Types & Security** **Each role added can be assigned a** **Role Type**. A Role Type determines the user's privileges in relation to the location: 1. **Admin.** Is allowed to add/remove users that have the moderator/user role type at their assigned location. They can't add/remove themselves or other admins. 2. **Moderator.** Is allowed to add/remove users that have the user role type at their assigned location. They can't add/remove themselves or other moderators/admins. 3. **User.** Is allowed to view the location and other users that are assigned to that location. Role types are only applicable if you intend to allow app users to manage their own locations within a branded app. ### Creating a Role To create a Role, select options in Cohort/Locations and then select Manage Roles. Enter the name, permission, colour, and icon. Once completed select the plus (+) icon to save. ### Update/Remove Role To update or remove a role, open Manage roles: 1. **Update.** Type in/select name, permission, colour, and icon to update. 2. **Remove**. Select options on the role and then select Remove. If users are assigned to this role, the role will automatically Archive instead of remove. To remove completely, first remove/re-assign users assigned to the role. 3. **Archive.** Select options on the role and select Archive. Roles that are archived are disabled for future usage. ## Sections Sections segment users at a location into structures such as departments, teams, business functions, or groups. Sections are simply a category system for user assignment at locations. ### Create Section To create a Section, select options in Cohort/Locations and then select Manage Sections. Enter the name, colour, and icon. Once completed select the plus (+) icon to save. ### Update/Remove Section To update or remove a section, open Manage Sections: 1. **Update.** Type in/select name, colour, and icon to update. 2. **Remove**. Select options on the section and then select Remove. If users are assigned to this section, the section will automatically Archive instead of remove. To remove completely, first remove/re-assign users assigned to the section. 3. **Archive.** Select options on the role and select Archive. Sections that are archived are disabled for future usage. ### Automate a Section Automations are run when a user is **added**, **updated**, or **removed** in any location. If conditions are met, the user is **automatically added to the section in the relevant location**. To setup an automation: 1. Select Manage Sections 2. **Setup Automation.** Select the options on the section then select Setup Automation. 3. **Set Conditions.** Configure the conditions for one or more categories (Location Types, Locations, Sections, Regions, Roles). 4. **Set Action.** Configure the Role Option to Inherit or a predetermined role. Inherit will use the latest role for the user at the relevant location. 5. **Save.** Select save to complete the setup of the section automation. {% hint style="info" %} **Manually Run Automation** It is a good idea to manually run the automation after setup. This will scan all locations and users and automate adding to sections. Thereafter the automation will run whenever a user is added, updated, or removed. To manually run an automation: 1. Select options on the section 2. Select **Run Automation** {% endhint %} ## Location Types Location types allow for the classification of locations, for example, Branch, Warehouse, Call Center, Retail, Headquaters. Depending on your organisation structure and business you may need multiple location types or just one. ### Create Location Type To create a Location Type, select options in Cohort/Locations and then select Manage Location Types. Enter the name, colour, and icon. Once completed select the plus (+) icon to save. ### Update/Remove Location Type To update or remove a Location Type, open Manage Location Types: 1. **Update.** Type in/select name, colour, and icon to update. 2. **Remove**. Select options on the section and then select Remove. If locations are assigned to this Location Type, the Location Type will automatically Archive instead of remove. To remove completely, first remove/re-assign locations with the Location Type. 3. **Archive.** Select options on the role and select Archive. Location Types that are archived are disabled for future usage. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://everyday-digital.gitbook.io/groups-cohort-docs/cohort-locations-and-roles/roles-sections-types.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.