Skip to main content

Role Access

Role Management

Efficient role management ensures secure and streamlined user access control. Follow the steps below to create roles and assign role access permissions.

Creating a Role​

Add Roles

Enter Role Details​

  • Role Name*: Provide a unique name for the role (e.g., Auditor, Admin).
  • Role Description: Add a concise description of the role’s purpose and responsibilities.

(Fields marked with an asterisk () are mandatory.)*

Save the Role​

  • Click the Save button to create the role.
  • The role will now be associated with the Company and Branch.

Back Button​

  • Before Save: Return to the previous page without saving.
  • After Save: Return to the previous page.

Adding Role Access​

Roles Granting access permissions to roles ensures secure and efficient operations. Follow these steps to assign role access:

Select Role and Module​

  1. Role*: Choose a previously created role from the dropdown menu.
  2. Module*: Select the relevant module(s) (e.g., Inventory(Item), Audits) from the dropdown list.
    • Once a module is selected, the corresponding Access Code with its Description will be displayed along with a Checkbox for selection.
  3. Assign Permissions: Check the desired access permissions by selecting the corresponding checkboxes.

(Fields marked with an asterisk () are mandatory.)*

Save Role Access​

  • Click the Save button to apply the access permissions.
  • Based on the assigned role, users will have access to the corresponding module pages.

Back Button​

  • Before Save: Return to the previous page without saving.
  • After Save: Return to the previous page.