User Roles

Last updated: May 8, 2020 by JTG

Purpose: To manage all user roles and set the privileges

Prerequisite/Dependencies: None

Output: User roles to assign per user

Go to Users > User setup > User Roles

Creating a New User Role

1) Click + New.

2) Fill out the necessary details:

• Name - what to call the User Role (usually it is the department name)

• Privileges - what permissions should this User Role have?; refer to this document to know what each privilege means (note that is a work-in-progress).

3) Once done, don't forget to click Submit.

Editing a User Role

Click the pen button of the user role and modify the contents as needed

Deleting a User Role

Click the red Trash can button to delete the user role

A User Role can only be deleted if it not assigned to any user.

Searching a User Role

Click the search bar on the right side and type the keyword to search

Sorting User Roles

Click the sort button on the right side

By Name - alphabetical A-Z or Z-A

Frequently Asked Questions (FAQs)