Managing Roles

Roles define sets of permissions that can be assigned to administrative users.

Accessing Role Management

1. Click Organization > Roles.
   

Viewing and Searching Roles

The Role Management page lists existing roles (e.g., Administrator, HR, Default User). Use the Search bar to filter roles.

Adding a New Role

TIP

Name roles clearly to reflect their level of access.

1. Click Add Role.
   
2. Enter a Role Name.
3. Select permissions by checking the appropriate boxes.
   
4. Click Submit to create the role.

Editing a Role

1. Click the Edit icon next to the role.
   
2. Modify the Role Name or adjust Permissions.
3. Click Submit.

Deleting a Role

WARNING

Deleting a role may disrupt existing user assignments.

1. Click the Delete icon next to the role.
   
2. Confirm deletion when prompted.