Roles & Permissions

The Roles & Permissions module allows administrators to manage user roles and define their permissions within the system.

Managing Roles

  • Click Manage Role to create or modify roles.
  • Default roles like App Administrator, Employee, and Client cannot be deleted.
  • New roles can be added by entering a Role Name and selecting an existing role to import permissions from.

Assigning Permissions

  • Each role has assigned permissions that determine access to different modules.
  • Click Permissions next to a role to view or modify permissions.
  • Permissions can be set to:
    • None – No access to the module.
    • View – Read-only access.
    • Add – Ability to create new records.
    • Update – Ability to edit existing records.
    • Delete – Ability to remove records.

Reset and Delete Roles

  • Default roles cannot be deleted but can have permissions reset using the Reset Permissions option.
  • Custom roles can be removed by clicking Delete.

This section ensures controlled access to various system modules based on user roles.