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How to Configure Roles and Permissions

Roles & Permissions4 steps
  1. 1

    Open Roles

    Go to Masters → Roles (/masters/roles).

    Tips
    • Roles bundle permissions; users inherit their role's permissions
  2. 2

    Create or edit a role

    Add a role or open an existing one to edit its permissions.

    Tips
    • Start from an existing role to save time
  3. 3

    Set permissions

    For each module, toggle View/Add/Edit/Delete as appropriate.

    What to enter

    FieldTypeDescriptionExample
    ModuledisplayFeature the permission applies to—
    ActionscheckboxView / Add / Edit / Delete—
    Watch out for
    • Effective access is role permission AND the plan's module ceiling
  4. 4

    Save

    Save the role. Affected users get the new permissions on next load.

    Tips
    • Use User Permissions to override a single user without changing the whole role

Related guides

Manage Users