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Start Creation:
Click on the + button in the top-right corner to create a new role.
Enter Role Details:
In the creation window, fill in the following fields:
Name: The role’s identifier.
Description: A brief description of the role’s purpose.
Is Admin: When set to Yes, the role has access to nearly all features except certain core system functionalities, which are exclusive to the system administrator.
Define Permissions:
Roles are assigned permissions in two categories:
Function Permissions: Control access to specific system features, like printing, reports, or photo approvals.
Attribute Permissions: Control access to viewing and editing data at a detailed level, such as specific databases or columns. This section is available only to system administratorsPerson, profile, and credential details, reporting, and address information.
Using the Search and Filter Functions:
Use the Search bar to quickly locate specific features or permissions.
The Filter Menu allows you to show all permissions or restrict the view to Hidden, Read, or Write permissions.
Set Permissions:
For each permission, choose between:
Hidden: No access.
Can Read: View access only.
Can Write: Full access (both read and write).
Save Role:
After configuring the role, click Save to finalize and return to the Roles Overview.
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