Role Management

Add a User role

User Role will define the level of clearance you want to give to departments or individuals to view, edit, create, delete, and approve certain functions. Follow the given steps to define user roles:

• Go to Administrators> Roles.

• You will find an option “Add New Role”. Click the option after which you will see the below screen:

• According to all the fields, set the right accesses for the new user role you want. Once done, then press “Submit”.
• These user roles then will be assigned accordingly in the “Add New User” option.

Assign User Role

• Go to Administrators> Users.
• Choose the user name to whom you want to assign the user role.
• Under the “Action” option, click the option of Edit.

• Once you click the Edit option, you will see that a dialogue box is open with all the details about the user name. Select the Roles option and assign as per your requirement. Click on Submit once you are done.

Edit A User Role

In order to edit an already existing user role, follow the below steps:

• Go to Administrators> Roles.
• Select the user role from the list and then click the Actions option.

• Click the Edit option to edit the user role.

Delete A User Role

In order to delete an already existing user role, follow the below steps:

• Go to Administrators> Roles.
• Select the user role from the list and then click the Actions option.

• Click the Delete option to delete the user role.

• Click Yes in the dialogue box to confirm and the user role will be deleted