Roles and Permissions

• List of Roles page
• Adding a New Role
• Viewing a Role
• Updating a Role
• Viewing roles assigned to admin users
• Updating roles assigned to admin users

List of Roles page

List of Users page can be accessed through the side navigation pane by clicking Setup > Roles.

Adding a New Role

To add a new role, in the list of roles page, click the New Role button. Provide the name and description for the role. For each feature of the system, tick the checkboxes that correspond to actions allowed to the role.

When done, click the Create Role button.

Viewing a Role

In the list of roles page, select a role and click View.

Updating a Role

In the list of roles page, select a role and click Edit. This will open the role page and the associated permissions to the role.

Once done updating the details and permissions of the role, click the Update Role button.

Viewing roles assigned to admin users

In the side navigation panel, click Setup > Permissions. This will open a page which lists down the admin users and the corresponding roles assigned to them.

Updating roles assigned to admin users

In the permissions page, select an admin user and click the Edit Manage Role link. This will open the Edit Manage Role page. Type the name of the role/s to be assigned to the admin user in the Role id field.

When done, click the Update Admin user button.