How to Create Customized User Roles

Step 1. Login to the application with valid credentials.

Step 2. Click on Settings.

Step 3. Under User & Roles, click on Roles.

Step 4. Click on the New Role button.

Step 5. Enter the required details in all the fields.

Sep 6. Assign any of the roles listed below.

Step 7. Click on the Save button.

A validation message will appear on the screen confirming that the user role has been created successfully.

* Staff As an Admin: -

Staff as admin is selected: If you select the 'Staff as Admin' option then the staff would have the same permissions as Admin. After which, checking/unchecking any other check box will not make any difference.

* Read Only: -

Read Only: If you select the “Read Only” check box then the staff will only be able to read/view his own as well as, admin and other staff member's records.

* As Selected (Admin Permission): -

By choosing this option you can select permissions from the records below (made by admin only).

* All Permission on staff Own records: -

Checked: If you select 'All permissions on staff's own records' while all other check boxes are unchecked, it will allow your staff(s) to add/edit/delete/view his own records only. Selecting any other below check boxes after that, however, will not make any difference.

Unchecked: If you un check 'All permissions on staff's own record' then the permission is given to the staff as per the selected check boxes.

* As Selected (Own Permission):-

By choosing this option you can select permissions from the records below (made by the staff himself).

Updated on: 01/09/2025