Managing Roles in the ERP

This short guide provides step-by-step instructions for creating, editing, and deleting roles within the system.

The following permissions are needed there: View System roles Manage System roles

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Creating a New Role

1. Go to the Roles Management Page: Navigate to the “Roles Management” section in the ERP.
2. Click “Add Role”: Find and click the “Add Role” button to initiate the creation process.
3. Fill in the Role Name: Enter a name for the new role in the provided field.
4. Save the Role: Confirm and save the new role.
5. Specify Permissions: Turn on the switcher near the appropriate permissions to the newly created role according to the company access policy.

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Editing an Existing Role

1. Go to the Roles Management Page: Navigate to the “Roles Management” section in the system.
2. Access the Edit Option: Click on the burger menu (three vertical dots) next to the role name in the table header.
3. Click “Edit”: Select the “Edit” option from the dropdown menu.
4. Change the Role Name: Modify the role name as needed.
5. Save Changes: Click “Save” to apply the changes to the role.

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Deleting a Role

1. Go to the Roles Management Page: Navigate to the “Roles Management” section in the ERP.
2. Access the Delete Option: Click on the burger menu (three vertical dots) next to the role name in the table header.
3. Click “Delete”: Select the “Delete” option from the dropdown menu.
4. Confirm Deletion: Confirm the deletion to permanently remove the role from the system.

By following these steps, you can effectively manage roles within the ERP system, ensuring the correct permissions and role assignments for users.