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Roles and Permissions Guide

Roles and permissions are a way to control access to certain parts of the application. They are used to define what a user can and cannot do within the application. Roles are used to group permissions together, and permissions are used to define what a user can and cannot do.

Roles

Roles are used to group permissions together. A user can have only one role at a time.

Creating a Role

  1. Go to settings, and then to the Users section. There you will find the Roles and Permissions list. Alt text

  2. Click on "Add Role" button, give the role a Name, and click on the "Create" button. Alt text

  3. You will now see a list of permissions you can assign to this role. Toggle the permissions you want to assign to this role. These permissions will define what a user with this role can and cannot do. Alt text

  4. Go back to the Users tab and assign this role to a specific user. The user will now have the permissions assigned to the role you created. Alt text

  5. Note, users that Admin users have all permissions by default. Only Admin users can create roles and assign them to other users. Only Admin users can make other users Admin. Alt text