How to Create & Edit Roles

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Roles define what permission Profiles have in the broker account. In this article, we will look at:

The Roles Page

This section will look at the different options on the Roles page. 

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  1. This lets you create new Roles
  2. This show the name of the Role
  3. This lets you edit an existing Role

Creating Roles

  1. In the left navigation menu, go to Company > Directory > Roles

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  2. This takes you to the Roles page

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  3. Click the Create New Role button at the top right of your screen

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  4. Enter the name for your Role in the Title field

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  5. You can now enable the toggle for the different modules you want this Role to have access to. Enabling the toggle shows you a table with a list of permissions for the specific module

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  6. For each permission, you have the following options:
    • View: The user will only be able to view
    • Create: The user create
    • Edit: The user can edit
    • Delete: The user can delete
    • Manage: The user has access to all of the above
  7. Once you have checked the relevant permissions, click Save Role

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  8. You will now see this Role on the Roles page

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Editing Roles

  1. Once a Role is created, you can edit it any time. Click the Edit button next to the Role you want to update. 

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  2. Make your changes and click Save Role

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Deleting Roles

  1. Click the Edit button next to the Role you want to delete 

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  2. Click Delete

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  3. You will be asked to confirm if you want to proceed, click Confirm 

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    Note: If this Role is assigned to any Profiles, it will be removed. 

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  4. Once a role is deleted, it will no longer be visible on the Roles page.

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