Owner›Roles & Permissions›Role Management
How to create a custom Role
Step-by-Step Guide
- Navigate to the "Roles & Permissions" module.
- Click the "Add Role" button.
- Enter a descriptive name (e.g. "Accountant", "Vice Principal") and a short description for the role.
- Select the specific module permissions from the checklist (e.g. read, write, delete for various screens) that this role should have.
- Click Save to make this role available for staff assignment.
Reference Screenshots
Screenshot for Step 1
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Screenshot for Step 2
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Screenshot for Step 5
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