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Roles

Overview

Roles are the permissions that you can assign to users. You can create roles for different types of users, and then assign those roles to users. For example, you can create a role for salespeople, and then assign that role to all of your salespeople. You can also create a role for managers, and then assign that role to all of your managers.

You can access the roles page by clicking on the "Roles" button in the main menu.

Create role

Adding a new role is simple by clicking on the "New role" button from the overview of all roles.

View edit role

Edit role

You can edit a role by double-clicking on the role you want to edit in the role table.

View edit role

Delete role

You can delete a role by double-clicking on the role you want to delete in the role table and in the dialogue that opens, click on the "Delete" button.