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Adding Roles

In order to add roles, select Admin tab on the lower left corner of the screen. Selecting Admin tab opens, list of sub tabs. Select Roles from left side of the screen as shown below:

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Figure: Adding Roles (step 1)

Selecting Roles allows you to add new role in the system. Following figure illustrates the sample data to add the role:

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Figure: Adding Roles (step 2)

1. Specify the title of the role e.g. Manager

2. Specify the description for this role as shown in the figure above.

3. Check this checkbox to give the access rights to this role to different features (pages) of the system.

NOTE: It is recommended to leave the checkbox unchecked

After specifying the required information, select Add Role to save the required information. It opens following screen:

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Figure: Adding Role (step 3)

After adding role you must assign certain rights to this role to access different features (pages) of the system. The list shown in figure illustrates the entire list of system features. You can expand the list to view detailed features of each tab and can assign access rights to the role according to your requirements.

You can also view, edit and delete the existing roles as per your requirements. As stated earlier, all roles can be edited and deleted except the administrator of the system.

Prior to that, roles other than administrator can only be deleted if they are not associated with any other user. Roles named as "Manager and "Member" cannot be deleted as they are associated with other users. On the other hand, you can delete the role "Support" as it is not associated with any other user.

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