Roles
Roles
Roles are permissions sets that control access to areas and features within the system.
Add new Role
To Add a new Role:
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Click on the add button [ + ]. The system will display the form to create the new role.
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Enter the Role name
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The system will display the available modules. Click each module and mark/unmark each functionality to grant/revoke access to the role.
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Click Save to keep the changes or Back to cancel the changes.
Edit an existing Role
To Edit an existing Role:
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Click on the Option icon [ ፧ ] on the Role row to edit.
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The system will display the form with the selected role data.
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Make the required changes.
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Click Save to keep the changes or Back to cancel the changes.
Enable/Disable a Role
To Enable/Disable a Role:
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Click on the Options icon [ ፧ ] on the Role row to enable/disable.
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Click Enable/Disable Role.
The system will adjust the Role Status accordingly on the dashboard. Enabled roles will have an Active status and Disabled roles will have an Inactive Status.
Delete a Role
To Delete a Role:
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Click on the Options icon [ ፧ ] on the Role row to enable/disable.
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Click Delete Role.
The system will show a confirmation pop-up. Click Ok to continue or close to go back without deleting the Role.