This guide walks you through the step-by-step process of creating a new role in the system. Roles allow you to define user permissions and access levels, ensuring users have the appropriate controls within the platform.
Navigate to Role& Permissions:
Log in to your account.
Click on the 'Users' in the left navigation panel.
Select Role& Permissions from the available options.
Click on the "Create Role" button.
Enter a Role Name (e.g., "Project Manager," "Viewer," "Admin").
Provide a Description to specify the role's purpose.
Select the specific permissions the role should have:
Use checkboxes or toggles to enable/disable permissions.
Review the role details and assigned permissions.
Click Create to finalize the role.
Assign Users to the Role
Navigate to the User Management section.
Select the user you want to assign to the new role.
Click on the drop-down beside the username and choose the newly created role and Save the changes.
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