How to manage Role Based Permission

To add a role from the list.

To add a Role

Go to the left sidebar and select Roles > Click on the plus icon > Enter the details > Click on Save Role.

AddRole AddRoleForm

To edit a role-permission from the list.

To Edit a Role-Permission

Go to the left sidebar and select Roles > Click on the action control of the particular role > Click on the pencil icon > Check the permission checkbox > Click on Update.

EditRolePermissions EditRolePermissionForm

To clone a role from the list.

When you clone a role, the new role will automatically have all the same permissions as the original role. This means the cloned role will function exactly like the one you copied.

To Clone a Role

Go to the left sidebar and select Roles > Click on the action control of the particular role > Click on the copy icon > Enter the details > Click on Save Role.

CloneRole CloneRoleForm

To remove a role from the list.

To Remove a Role

Go to the left sidebar and select Roles > Click on the action control of the particular role > Click on the trash icon > Click Yes to proceed.

DeleteRole DeleteRolePermission

We are continuously improving our documentation to ensure it meets your needs. This document will be updated regularly, so please check back for the latest information. If you have any questions or encounter any issues, feel free to reach out to us at support@itassetmanagement.in.