User Management, Roles & Permissions Guide

Setting Up Multiple Users and Roles on the Platform: A Step-by-Step Guide

User Management:

If you’re looking to streamline operations on the platform and manage multiple users, follow these straightforward steps:

Login:

• Log in to your account.
• On the left navigation bar, you’ll spot the “User Management” option.

User Roles:

• 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.

Role Setup:

• 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. (Edit Icon)
• Deleting a role is as easy as clicking on the delete icon. (Delete Icon)

Creating a New Role:

• Now, to set up a new role, click on the add icon. (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.

Managing Users:

• 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.

Conclusion:

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.