User Roles

User roles are essential for managing access within our system. They define each user's responsibilities and privileges, ensuring a secure and well-organized environment.

Accessing User Roles in the Admin Console

To view and manage user roles:

1. Navigate to the Admin Console.

2. Click on Groups & Permissions in the left-hand menu.

3. Select the User Roles tab.

Searching for User Roles

To find specific user roles:

1. On the User Roles page, view the roles displayed as cards, with each card representing a specific user role.

2. Use the Search box located above the role cards.

3. Enter a relevant keyword related to the user role you're looking for.

4. Click the Search button to display matching results.

Create New Roles

1. To create a new user role:

   1. Click the Create New Role button.

   2. Fill in the required details as described below.

User Role Details

To create a new user role:

1. Key: A unique identifier for each user role. Think of it as a distinctive code that differentiates one role from another within the system.

2. Name: A user-friendly label for the role. This is how users will easily identify the purpose of the role at a glance.

3. Description: An optional field to provide additional context about the role. Use this to describe its responsibilities and purpose, similar to a job description.

1. Saving the New User Role

After filling in the mandatory fields:

• Review the entered details to ensure accuracy.

• Click the Save button to create the new role.

Editing User Roles

1. On the User Roles page, locate the role you want to edit.

2. Locate the role you want to edit and click the Edit icon.

1. This will open the Edit Role page, where you can modify the following details:

   • Key: Update the unique identifier if needed.

   • Name: Change the user-friendly label for the role.

   • Description: Adjust or add more context about the role's purpose and responsibilities.

1. Ensure all mandatory fields are completed.

2. Click the Save button to apply the changes.

Delete User Role

To delete an existing user role:

1. Open the Edit Role page for the role you wish to delete.

2. Locate and click the Delete button.

3. A confirmation prompt will appear—review the details carefully.

4. Confirm your decision to permanently delete the role.