Create/Edit/Delete Role

Roles define which modules a user can access and what actions they can perform. Roles are especially useful when you need to assign the same permissions to multiple users. Create a role template once and reuse it whenever you onboard new team members.

✨ Steps to Create a Role

🔹 Step 1 – Access Roles Module

• Log in with an account that has administrative access.
• Go to User Management → Roles from the main navigation menu.

🔹 Step 2 – Create New Role

• Click Create New Role (usually at the top right corner).
• In Role Name, type the name of the role (e.g., Sales Executive, Project Manager).
• Optionally, enter a Description explaining the purpose of the role.

🔹 Step 3 – Assign Permissions

• All modules are listed in separate sections.
• For each module:
  • Select permissions by checking the boxes next to each action.
  • You can use Select All to quickly grant all permissions in that module.

✅ Reference: 👉 List of Roles & Permissions (link to your Roles Management article)

🔹 Step 4 – Save the Role

• Review all modules and permissions you selected.
• Click Save.
• A confirmation message will appear confirming the role has been created.

🔹 Step 5 – Assign Role to a User

• Navigate to the Users module and create/edit user.
• In the user profile, locate the Role Assignment section.
• Choose the newly created role from the dropdown.
• Save the user profile to complete the assignment.

💡 Tips

• Use descriptive role names to avoid confusion (e.g., Senior Accountant vs. Accountant).
• Grant only the minimum permissions needed to maintain data security.
• Test the role with a sample user account before assigning it to multiple users.
• For more details about permissions, visit:🔗 List of Roles & Permissions
• For ease system provide default 2 default roles. 🔗System Default Roles

✏️ How to Edit a Role

You can edit any role except system-generated default roles.

Steps to Edit a Role:

1. Go to User Management in the main navigation.
2. Click Roles.
3. You will see a list of all roles you have created.
4. Locate the role you want to edit.
5. Click the role name to open it.
6. The role will open in read-only mode. On the top, you will see:
   1. Edit (to enable editing)
   2. Cancel (to go back)
7. Click Edit.
8. Make the necessary changes:
   1. Role Name
   2. Permissions for each module
9. Click Save to apply the updates.

🔒 Note: Default system roles (Basic Employee Access and Super Admin) cannot be edited.🔗System Default Roles

🗑️ How to Delete a Role

You can delete a role if it is not assigned to any active user.

Steps to Delete a Role:

1. Go to User Management > Roles.
2. Find the role you want to delete.
3. Click the Delete icon next to the role name.
4. Confirm the deletion when prompted.

⚠️ Important:

• Roles currently assigned to any user cannot be deleted.

• Default system roles cannot be deleted under any condition.