How to create Roles and assign Permissions

Use the Roles and Permissions sub module to create roles and assign relevant permissions.

To create a role and assign permissions:
  1. Click the Roles and Permissions on the left-side pane.
    Note: To see the Roles & Permissions module, click the Hamburger menu on the top left and then click the Expand icon next to User Management.
    Figure 1. Roles and Permissions Screen


  2. Click the Add Role button on the top right.
  3. Do the following in the right section:
    1. Enter the role name in the Role field.
    2. Enter the description of the role in the Description field.
    3. Select the modules that are required for the role.
      Expand the down arrow icon to select the sub-modules.
    Figure 2. Add Role Details


  4. Click the Save button.
    The role is created and you can see it on the left section.
    In this sub module, you can,
    • Search the roles using the Search bar on the left-side section.
    • Copy the role using the More icon > Copy option to create a new role from the existing role on the left-side section.
      Note: You can even select the Copy option on the right-side section to copy.
    • Delete the role using the More icon > Delete option on the left-side section or you can delete all the roles at a time by selecting the check boxes and then selecting the More icon > Delete option on the right.
      Note:
      • You cannot edit or delete the Super Admin role. You can only copy.
      • You cannot delete the role which is already assigned to the user.
    • Add a role using the Add Role button on the right side.
    • Edit the role details or permissions on the right side.