OwnerRoles & PermissionsRole Management

How to create a custom Role

Step-by-Step Guide

  1. Navigate to the "Roles & Permissions" module.
  2. Click the "Add Role" button.
  3. Enter a descriptive name (e.g. "Accountant", "Vice Principal") and a short description for the role.
  4. Select the specific module permissions from the checklist (e.g. read, write, delete for various screens) that this role should have.
  5. Click Save to make this role available for staff assignment.

Reference Screenshots

Screenshot for Step 1
Space for Step 1 Image
Screenshot for Step 2
Space for Step 2 Image
Screenshot for Step 3
Space for Step 3 Image
Screenshot for Step 4
Space for Step 4 Image
Screenshot for Step 5
Space for Step 5 Image

Was this article helpful?