For users to be able to manage data in your company, you need to create and assign roles. To view the roles page:

  • Click the menu ‘Settings’
  • Select ‘Roles’

How to add a role

A role can have one or more permissions. It is these permissions that determine what a user with a particular role can do. To create a role:

  • Click the menu ‘Settings’
  • Select ‘Roles’
  • Enter the name of the role
  • Select permissions that apply to the role from each app
  • Click the button ‘Save’
How to edit a role

You can edit the name of a role as well as add permissions to the role or even remove some of the permissions from the role. To edit a role:

  • Click the menu ‘Settings’
  • Select ‘Roles’
  • Click on the button ‘Edit’ at the end of the role you want to edit
  • Enter the new name of the role
  • Select new permissions that apply to the role from each app and deselect permissions that you want to remove from the role.
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