# Roles and Permissions



# List of Roles page

<span style="font-weight: 400;">List of Users page can be accessed through the side navigation pane by clicking **Setup &gt; Roles**.</span>

[![image-1649755443113.png](https://wiki.onlinedooze.com/uploads/images/gallery/2022-04/scaled-1680-/image-1649755443113.png)](https://wiki.onlinedooze.com/uploads/images/gallery/2022-04/image-1649755443113.png)

# Adding a New Role

<span style="font-weight: 400;">To add a new role, in the list of roles page, click the </span>**New Role** <span style="font-weight: 400;">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.</span>

[![image-1649755467401.png](https://wiki.onlinedooze.com/uploads/images/gallery/2022-04/scaled-1680-/image-1649755467401.png)](https://wiki.onlinedooze.com/uploads/images/gallery/2022-04/image-1649755467401.png)

<span style="font-weight: 400;">When done, click the </span>**Create Role**<span style="font-weight: 400;"> button.</span>

# Viewing a Role

<span style="font-weight: 400;">In the list of roles page, select a role and click </span>**View**<span style="font-weight: 400;">.</span>

[![image-1649755499977.png](https://wiki.onlinedooze.com/uploads/images/gallery/2022-04/scaled-1680-/image-1649755499977.png)](https://wiki.onlinedooze.com/uploads/images/gallery/2022-04/image-1649755499977.png)

# Updating a Role

<span style="font-weight: 400;">In the list of roles page, select a role and click </span>**Edit**<span style="font-weight: 400;">. This will open the role page and the associated permissions to the role.</span>

[![image-1649755521501.png](https://wiki.onlinedooze.com/uploads/images/gallery/2022-04/scaled-1680-/image-1649755521501.png)](https://wiki.onlinedooze.com/uploads/images/gallery/2022-04/image-1649755521501.png)

<span style="font-weight: 400;">Once done updating the details and permissions of the role, click the </span>**Update Role**<span style="font-weight: 400;"> button.</span>

# Viewing roles assigned to admin users

<span style="font-weight: 400;">In the side navigation panel, click **Setup &gt; Permissions**. This will open a page which lists down the admin users and the corresponding roles assigned to them.</span>

# Updating roles assigned to admin users

<span style="font-weight: 400;">In the permissions page, select an admin user and click the </span>**Edit Manage Role** <span style="font-weight: 400;">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.</span>

<span style="font-weight: 400;">When done, click the </span>**Update Admin user**<span style="font-weight: 400;"> button.</span>

