ROLE

The Role section enables administrators to create, view, and manage different user roles within the system.

  1. Navigate to the Org Config module.
  2. Under the Admin section, click on Role.

STEPS TO ROLE

This will open the Role interface where existing roles are displayed, and new roles can be created.

Adding a New Role

  1. Click the Add button to create a new role.

A form will appear with the following fields:

Role Creation Form

ROLE FORM

  • Role Name: Enter a name that clearly identifies the role.
  • Description: Provide a brief explanation of the role’s purpose or responsibilities.
  • Active Status: Toggle the switch to activate or deactivate the role.

After filling in the required information, click the Save button to create the role.

Note: Role Name is a required field and must be unique.

Once a role is created, it will be displayed on the Role Management page:

ROLE PAGE

Actions

ROLE ACTION

  • Edit : Click the Pencil Icon to modify the details of a role. This allows you to update the role name, description, or status.

  • View : Click the Eye Icon to view complete details of a role in a read-only format.

Icons

ICONS

  • Plus Icon(Add Record): Click to create a new record.
  • Export to Excel Icon: Click to export the displayed data to an Excel spreadsheet.
  • Search Input: Enter keywords to filter the displayed records based on any column content.
  • Refresh: Click to refresh the data displayed in the table.
  • Home Icon: Navigate to the home or main page of the application.
  • Back Icon: Navigate back to the previous page.