User Management, Roles & Permissions Guide

Learn how to manage users, roles, and permissions with easy configuration steps.

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.