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Creating a Role

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Roles allow users to have restricted or unrestricted access to different aspects of the application.

Creating a Role

To create a Role please follow the below steps:

Step 1:

After logging into the platform, click the Administration module from the options that appear on the ribbon.

Step 2:

This will open the Administration screen. In the System section, click on Roles.

Step 3:

This will open the Roles screen. To add a new role, click on the +Add button on the top right side of the Roles screen.

Step 4:

Search the role by adding the Name and Description of the role.

Step 5:

In the Permissions section, open the dropdown menu for any of the permission options, select one or multiple permissions, and then click Save.

You can also add Users to the newly Role created by following the steps below:

Step 6:

On the right side of the screen, select the +Add button under Users


Step 7:

Using the Search option or the list of users to the bottom of it, select the Users you would want to add to the new role

To select multiple users, press and hold the Ctrl button on your keyboard and select the users you want to add then click Add.

Once the users have been added to the Role, click Save

Create and Edit a User

Role Data Access

System Administration Settings