Navigation Steps: Go to Dashboard > Users > User Role >
Note: Only Executive Role has access to create Customized User Roles
From the User Role selection, you will see a list of pre created standard User Roles that can be modified but not removed. These standard roles have been internally created with internal settings that cannot be modified.
To create a new role:
Step 1: Click + Add New Role
Step 2: Enter the desired Role Name in the input field provided and click Save Role
Step 3: Click here then choose Edit to access additional options and permissions for this user role
Step 4: Select Permissions for this user role as needed
Step 5: Select Report access for this user role. Select ALL reports or choose individual reports then click Save Report Access to save your changes
Step 6: Select the Page(s) access for this user role and click Save Page Access to save your changes.
Note: If this user role will have access to any reports, please ensure that Reports is selected from the Pages menu
Step 7: Click Save Role to confirm and apply changes to the User Role settings
Assigning an Employee to new User Role
Step 1: From the Dashboard select Users '>' Employee
Step 2: Click here to add a new Employee to the system
Step 3: Enter the required details to create the new Employee then click the Role dropdown to select the appropriate user role for this employee
Step 4: Select all necessary branches that this employee will have access to, if there are no additional branches, the current branch will be selected as default. Enter a password and confirm for this user. Click Save to save Employee changes.
Note: An automated email will be sent to the new employee and passwords can be changed by the user after login.
