Role Management 

On the Roles page you can create the roles to be assigned to system users and edit the permissions of existing roles. Roles determine the access and operation permissions users have in the system. 

• To reach this screen, follow Organization Structure > Role and Permissions from the left menu.
• The list includes information such as Role Name, Type, Creation Date, Update Date.
• You can customize the columns displayed in the role list to suit your needs.To do so,Column Managerclick the section and enable or disable the columns you want to display.
• To quickly reach a specific role, you can use the Search field. In the Search field, enter the role name or the information for the criterion you want to search for. The system will list the records matching the criterion you entered. 

Add Role 

To define a new role in your system, click the Add Role button. When creating a role, you can define it for either the Portal or Agent screens.

• On the screen that opens, fill in the Role Name field.
• Enter the necessary explanations in the Role Description field.
• From the permissions listed on the right, select the permissions you want to grant to this role.
• Once you have completed your permission selections, click the Save button. 

Your role will be created and added to the role list.

Other Actions 

To act on the records in the role list, click the three dots icon on the right of the relevant role. Select the action you want to perform from the menu that opens. 

Edit 

To change the information or permissions of an existing role, click the Edit option. On the screen that opens, update the role name, the role description and the permissions assigned to the role as needed. Once you have completed your changes, click the Save button. 

Delete 

To remove a role from the system, click the Delete option. Confirm the deletion to remove the relevant role from the system.