Create a New Role

Create a New Role

Role Required: SDAdmin

  1. Go to Admin > Organizational Details > Roles.
  2. Click Add New Role to go to the relevant form.
  3. Now, provide necessary details and configure access permissions as required. 
Field
Explanation
Role Name*
Provide a name.
Description
Provide a relevant description.
Permissions* (Checkbox Matrix)
Select the relevant checkbox to provide various levels of permission to access different modules.

You can provide complete access, view, edit, add, or delete permission for different modules namely Assets, Purchase Order, Purchase Request, Contracts, and Reports.
Advanced Permissions
Use this to provide access to specific things within a module instead of the whole module. For example, you can allow a user to add only products and not vendors in Assets.
Radio button: Allow technician to view
Choose an option to define access to sites. You can choose All or All in associated sites.
*Mandatory fields

  1. Finally, click Save.
 

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