User Management & Role Permission
Setting Up Multiple Users and Roles on the Platform: A Step-by-Step Guide
If you’re looking to streamline operations on the platform and manage multiple users, follow these straightforward steps:
- Log in to your account.
- On the left navigation bar, you’ll spot the “User Management” option.
- Navigate to the User Management section.
- Here, you’ll find options to manage users and roles.
- To create users and assign roles (permissions), your first step is to set up a role.
- Click on the “Role” option.
- You’ll see a list of existing roles and their assigned permissions.
- To tweak existing roles, simply click on the edit icon.
- Deleting a role is as easy as clicking on the delete icon.
Creating a New Role:
- Now, to set up a new role, click on the add icon.
- Input the desired role name.
- Select the main module for which this role is intended.
- Set the permissions specific to this role.
That’s it! With these steps, you’ve successfully birthed a new role equipped with tailored permissions.
- Click on the “User” option.
- A list of existing users will be displayed.
- To add a new user, click on the add icon (Add Icon).
- Input the user’s details: name, and email address, and select the role you want to assign.
- Include any additional required information.
On the users’ screen, you can perform various operations such as editing, deleting, and resetting passwords.
By effectively managing users and roles on the platform, you ensure that each team member has precisely the right permissions and access. This not only streamlines day-to-day operations but also enhances overall efficiency, making your platform a well-organized and controlled environment.
Need more help ?
If you’re still uncertain or need professional guidance, don’t hesitate to contact us. You can contact us via email or submit a ticket with a description of your issue. Our team of experts is always available to help you with any questions. Rest assured that we’ll respond to your inquiry promptly.
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