Defining roles

Adding new roles and defining permissions

To efficiently manage role assignments within your system, follow these steps to add and define new roles through the "Access & roles" section.

Step 1: Access 'Access & roles'

From the dropdown menu on the dashboard, select "Access & roles". A new window will open, presenting two main options: Staff & access and Define roles.

Step 2: Go to define roles

By default, you might land on a general page. Navigate to and click on “Define role” to begin the process of adding a new role.

Step 3: Initiate role addition

Press the “Add role” button. A popup window will then appear for you to create a new role.

Step 4: Define the new role

In the popup, enter a name for the new role in the “Define role” name field. Then, select the permissions necessary for this role, tailoring access as needed.

Defining a new role

Step 5: Proceed and review

After selecting permissions, click on the "Save" button. The newly added roles will be visible on the listing page for review.

Assigning further permissions and editing roles

Modify role details: In the editing window, you have the flexibility to change the role name, adjust permissions, and more through the available setting fields. The roles can be modified by an admin at any time.

Always save your changes: Once you've finalized the details, click on the "Save" button to apply and save all of your changes.