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Role Management

This page facilitates the management of user roles within the organization.

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Written by Support Engineer

The Role Management Section allows you to define, edit, and assign roles to users to establish clear access permissions.

To navigate to this section, click Settings -> Roles via the left-side menu.

How to Add a New Role

To add a new Role, follow these steps:

  1. From the Role Management section, click "Add New Role".

  2. Input a Name for the role.

  3. Input an optional Description for the role.

  4. Select the Permissions that should be allocated to the Role.

  5. Click the "Save Changes" button to create the new Role.

How to Assign Users to a Role

To assign users to a Role, follow these steps:

  1. From the Role Management section, click on the Role you wish to allocate users to.

  2. Navigate to the Users tab.

  3. Click "Add" under the Options column against the user you wish to add to the Role.

How to Remove Users from a Role

To remove users from a Role, follow these steps:

  1. From the Role Management section, click on the Role you wish to remove users from.

  2. Navigate to the Users tab.

  3. Click "Remove" under the Options column against the user you wish to remove to the Role.

How to Update an Existing Role

To update an existing Role, follow these steps:

  1. From the Role Management section, click on the Role you wish update.

  2. Make the required changes to the Name, Description, or Permissions.

  3. Click Save Changes.

How to Delete an Existing Role

To delete an existing Role, follow these steps:

  1. From the Role Management section, click on the Role you wish to delete.

  2. Click the red Delete icon in the top right.

  3. Click Delete to confirm the deletion.

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