Roles

A Step-by-Step Guide for navigating to Roles

Step 1: Select Settings from the Sidebar.Under the Users and Roles section, click on the Roles module.

Step 2: The list of roles available in the admin portal will be displayed.

Add Role

A Step-by-Step Guide for Adding a new role

Step 1: Click the “New Roles” button in the header.

Step 2: Enter the organization name and description and provide the access for the role to be created.

Step 3: After entering the details, Click on save to proceed further or discard to cancel the process.

Step 4: The notification for New Role created will be displayed.

Step 5: Go back to Settings and click on Approvals under the Organization section.

Step 6: The created Role would be displayed at the top.

Step 7: Click on the role and then click the “Approve” button.

Step 8: The status would be changed to approved.The approved role will be displayed in the roles module.

Step 9: When user clicked on that plus icon, all the access provided for that respective role would be displayed.

Edit Role

A Step-by-Step Guide for Editing a Team

Step 1: Click on the role you wish to edit.

Step 2: Click on Edit role button and Update the role,description and access as required.

Step 3: Click on save after editing the role.

Step 4: A notification will appear confirming the role has been updated.