User Roles and Permissions

This page explains how to manage access control within the platform

The User Roles and Permissions functionality allows you to create custom roles for different users within your organization. By specifying access levels for various items in the functionality list, you can ensure that each user has the appropriate permissions for their role. Here’s how it works:

• From the Sidebar Menu, navigate to the My Team section.

• Select Role Management:

• Click on the Add New button:

• Enter a name and a description for the new role.

• You will also see a list of functionalities with corresponding checkboxes.

• Review the list of functionalities and check the boxes for the items you want to grant access to for this role:

• Make sure to tailor the permissions according to the responsibilities associated with the role.

• Once you have selected the appropriate permissions, click on the Save button.

• The new role will now appear in the list of available roles.