ROLE ACCESS

The Role Access page allows administrators to manage and configure access permissions for specific roles by enabling or disabling various options through checkboxes. Below is a detailed explanation of the features available on this page.

  1. Click on "Org Config".
  2. Under "Admin", click on "Role Access".

STEPS TO ROLE ACCESS

A page will open where the user can give certain access to a particular Role.

  1. Select "Role"

    • Use the dropdown menu at the top of the page to select the role you wish to configure (e.g., Manager, Admin).

STEPS TO ROLE ACCESS

  1. Enable or Disable Access

    • Use the checkboxes next to each form and permission type to enable or disable access.
    • To grant all permissions for a specific form, enable the "Select All" checkbox.

    STEPS TO ROLE ACCESS

Access Permissions

  • The table below displays all available forms and their associated permissions. Each permission is represented as a checkbox.
  • Permissions can be granted individually or collectively, as explained below:

ROLE ACCESS

Column Descriptions

  • Menu: Displays the main menu or category for each form.
  • Form Name: Lists the specific form or feature for which permissions can be configured.
  • Select All: Enabling this checkbox selects all permissions for the respective form.
  • Table: Grants access to view the table or data related to the form.
  • Create: Grants access to create new records or entries in the form.
  • Edit: Grants access to modify existing records or entries.
  • View: Grants access to view details within the form.
  • Delete: Grants permission to delete records or entries.
  • Download: Allows the user to download relevant files or data.
  • Upload: Enables the upload of files or documents related to the form.
  • Confirm: Grants permission to confirm data or actions within the form.
  • Approve 1 / Approve 2: Provides first-level or second-level approval access for workflows.
  • Print: Allows the user to print records or documents.

Save Button: Once all permissions are configured, click the Save button to apply the changes.

Notes - Only Super Admin and Admin roles have access to all items.