How to Create a New Role

Overview:
Define a custom role to group permission settings and simplify user management.

Steps:

1. Go to Settings → Roles & Permission Management.

2. Click + New Role.

3. Enter a Role Name and optional Description.

4. Toggle on/off each module or action permission as needed.

5. Click Save to create the role.

Tips & Best Practices:

• Start with broad roles (Admin, Manager, Employee) and refine later.

• Use clear, descriptive names so team members understand each role’s purpose.

Troubleshooting / FAQs:

• “Save” button greyed out? Make sure you’ve entered a role name.

• Permissions not applying? Refresh the page or clear your browser cache.