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How to configure the role´s permissions

Insert Roles to give providers permissions to different sections

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Written by Darwin Saiz
Updated over 3 years ago

Step 1- Click on the SETTINGS menu.

Fig. Step 1.

Step 2- Click on the Roles sub-menu.

Fig. Step 2.

Step 3- Click on the +Create New button.

Fig. Step 3.

Step 4- Click on the box to establish a Name.

Step 5- Click on the drop-down to establish the Role Type.

Step 6- Click on the SAVE button.

Fig. Steps 4, 5, and 6.

Step 7- Click on the Done button.

Fig. Step 7.

Step 8- Click on the Edit Permissions button that corresponds with the Role that you create recently.

Fig. Step 8.

Step 9- In this step, you can choose one of the next three options to configure the permission that will have this role.

9a- Click on the default button of the kind of provider that you are configuring.

Note (Optional Step): In the drop-down list you can filter the permissions to

facilitate your search.

9b- Click on the left arrows to add all the roles or the right arrows to remove all

9c- Click one by one on the role that you want to add in the left panel or do the

same on the right panel to remove.

Step 10- Click on the Save button.

Fig. Steps 9 and 10.

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