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Roles

The privileges of users using the application can be grouped or limited through roles.

How to Create Roles?​

A new role can be defined by going to the Roles tab from the Security Settings menu on the Settings page and clicking the "Add New" button.

Main Menu > Settings > Security Settings > Roles > Add New

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How to Organize Roles?​

From the Settings page, go to the Roles tab from the Security Settings menu and click on the "Edit" button next to the relevant role and make the necessary adjustments in the tab opened. The changes made are saved by clicking the Save button.

Main Menu > Settings > Security Settings > Roles > Edit > Save

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How to Delete Roles?​

From the Settings page, go to the Roles tab from the Security Settings menu and click the "Edit" button next to the relevant role. The role can be deleted from the system by clicking the "Remove Role" button from the opened tab.

Main Menu > Settings > Security Settings > Roles > Edit > Remove Role

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How to Determine User Roles?​

From the Settings page, go to the Users tab from the Security Settings menu. The role or roles are saved by selecting the relevant role or roles from the Roles section in the tab opened by clicking the "Detail" button for the user to be assigned a role.

Main Menu > Settings > Security Settings > Users > Detail > Roles > Save

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Fields in the Add Role Form​

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  • Name: Indicates the name to be given to the role. Such as Sales Representative, Accounting Officer.

  • Select Permissions: The privileges that the added role will have within the application are determined.