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👤🛡️ Role

A role is a collection of permissions assigned to a user or group that defines:

  • Accessible modules/features

  • Allowed actions (create, view, edit, delete)

  • Data visibility level (own records, team records, all records)

To access Roles:

  1. Click Settings in the header.
  2. Navigate to Account Settings → Role.

📋 Role List View​

  • Columns: Role Name, Description, Actions (Clone/Delete).
  • Sorting: Click any column header to sort roles.
  • Top Features:
    • Search bar → Quickly locate roles.
    • Add button → Create a new role.
    • Clone Icon → Clone an existing role.
    • Trash Icon → Remove a role.
Role List
Role List

➕ Add Role​

  1. Click on Add Role.
  2. Enter the following details:
  • Role Name
  • Description
  1. Enable the access permissions for the modules and features you want to grant.
  2. Click on Save.
Role Add
Role Add

📑 Clone Role​

  1. Click on Clone icon.
  2. Make changes if needed.
  3. Click on Save.
Role Clone
Role Clone

🔍 Search Role​

  1. Enter a name or keyword in the search bar.
  2. Press Enter to instantly filter results.
Role Search
Role Search

🗑️ Delete Role​

  1. Click on the Delete icon for the role you want to delete.
  2. Click on Yes in the confirmation pop-up if you want to delete it.
Role Delete
Role Delete

🔄 Role Life Cycle​