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Manage Roles

Role of a user defines the actions or responsibilites of the user. It provides different access controls as per role assigned to the user.

Create Role​

The admin users can create role by the following steps:

  1. Go to Admin --> User Management or click on User Management
  2. Click on the 'Role' section'
  3. Here you can see the list of already existing roles or create a new role by clicking 'Create Role'
  4. Add the role name, role type and description then click create

Download Role List​

You can download the list of created roles by clicking on 'Download Table'

Edit Role​

The admin user can edit the role by:

  1. Go to Admin --> User Management or click on User Management
  2. Select 'Roles' section
  3. Click on 'Edit Role' option for the role which you want to edit
  4. Add the required details/changes and click 'Update'

Show Audit Logs​

You can have the log for the changes done in the role like creating the role, editing the role etc by:

  1. Go to Admin --> User Management or click on User Management
  2. Select 'Roles' section
  3. Select the toggle 'Show Audit Logs'
  4. You can add the date range also for which you want to see the logs
  5. The admin user can download the logs table as per the date range specified