I’m setting up a department that requires me to allocate ‘user roles’ to it. What are user roles and why do I need to allocate them?

User roles are classifications of services, predetermined within the system, with services attached to them. They exist to make it easier for you to restrict services to particular users (if you want to) and provide clarity about the services you offer.

For example, if staff within your organisation deal with all aspects of personal motor insurance, you might decide to create a department called ‘motor’ and allocate ‘personal motor’ and ‘personal accounts’ user roles to the department.