The Roles and Permissions feature enables admins to define what each user profile can access or modify across different modules.
From view-only rights to full control, you can fine-tune permissions to ensure users have exactly the level of access they need, no more, no less.
Step 1: From the Main Menu, locate "Users & Roles" and click on “User Profiles”.
Step 2: To view and manage the individual permissions for an existing user profile, click the "View" button (eye-shaped icon) located at the end of each user profile entry.
Note: User Profiles dictate how users interact with data and what actions they can perform within the application.
Step 3: To create a New User Profile (Optional)
To create a new user profile, click the “Add” button situated at the top right of the User Profiles page.
Provide a name for the new profile and set its status to "Enable".
Step 4: To create a New Role
After configuring user profiles, navigate back to "Users & Roles" from the Main Menu and click on "Roles".
You can view all roles in the hierarchy by clicking “Expand All” in the top right.
Click the “Add” button at the top right corner to initiate the creation of a new role.
Step 5: Define the New Role
Enter the "Role Name".
Select the specific "User Profile" that will be assigned to this new role.
Choose its "Parent Role," which helps establish the organizational hierarchy within SubcontractorHub.
Select the "access to the role" (this likely refers to the general access level for the role itself).
Click the “Add” button (top right) to finalize and add the new role to the list.
Note: You cannot edit an existing role if it has users assigned to it. An error message will show when attempting to edit the role.
Step 6: Manage Permissions for a User Profile
To manage detailed permissions, return to the "User Profile" section.
Click the "View Details" button for the specific user profile you wish to configure.
You will be directed to the permissions page, where you can toggle the appropriate settings (e.g., View, Create, Edit, Full Access, Limited Database Access) for various modules to grant or restrict access as needed.
