Roles
roles refer to predefined sets of permissions and responsibilities assigned to users based on their job functions within the organization. These roles determine what data and features each user can access and manipulate within the system
How to create or modify roles
1- Navigate to the toolbar menu and click on the gear icon (Settings)
2- Scroll down to find “Users & Roles” and click on it.
3- Click on “Roles & Permission”
4- Click on “New” to create a new role or click on “More” for any existing role to edit, clone, or delete the existing role
5- Fill in the required Details and mark the check-box depending on the access level per document as follows:
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View: Grant users read-only access.
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Edit: Allow users to modify existing data without the ability to create or delete information.
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Create: Authorize users to add new records.
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Delete: Authorize users to remove existing data entries.
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Full Access: Provide users with unrestricted access