Roles

Roles define what users can see and do in the system. Create roles with specific permissions and assign them to users.

Overview

Role-based access control (RBAC) ensures users only access what they need. Each role has a defined set of permissions.

Page Layout

• Add Role button - Create new role
• Search - Find roles
• Roles Table - List of all roles

Role Information

Each role contains:

Field	Description
Role Name	Name of the role
Description	What this role is for
Permissions	Access rights
User Count	Users with this role
Status	Active/Inactive

Common Tasks

Creating a Role

1. Click + Add Role
2. Enter role details:
   • Name - Descriptive name
   • Description - Role purpose
3. Configure permissions:
   • Select modules to access
   • Set view/create/edit/delete rights
4. Click Save

Editing Role Permissions

1. Find role in list
2. Click Edit
3. Modify permissions
4. Click Save

Note: Changes affect all users with this role immediately.

Duplicating a Role

1. Find existing role
2. Click Duplicate
3. Modify name and permissions
4. Save as new role

Deleting a Role

1. Ensure no users have this role
2. Click Delete
3. Confirm deletion

Permission Categories

Permissions are organized by module:

Common Permissions

• View - Can see data
• Create - Can add new items
• Edit - Can modify items
• Delete - Can remove items
• Export - Can download data
• Approve - Can approve requests

Module-Specific

Each module has its own permission set:

• Dashboard access
• Report generation
• Settings modification
• Administrative functions

Example Roles

Role	Description
Admin	Full system access
Manager	Department management
Employee	Basic employee access
Accountant	Finance module access
HR Staff	HR module access
Viewer	Read-only access

Role Assignment

Assign roles to users:

1. Go to Users
2. Edit user
3. Select role
4. Save

Best Practices

Principle of Least Privilege

• Give minimum necessary access
• Avoid giving admin access broadly
• Review permissions regularly

Role Design

• Create roles based on job functions
• Don't create too many roles
• Document what each role can do

Tips

• Clear Names - Use descriptive role names
• Test Permissions - Verify roles work as intended
• Regular Audit - Review role assignments
• Document Changes - Track permission updates
• Default Roles - Set up common roles first

Related Pages

• User Levels - Access levels
• Users - Assign roles
• Settings Overview - All settings

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💡 Note: Well-designed roles improve security and make user management easier.