How to Create Access Level

How to Create Access Level

The ‘Team Roles’ page displays all Roles created in a tabular form with columns showing the details of each role. The details visible are:

  • Name: What you call the role

  • Status: It can either be enabled or disabled.


  • Edit: It allows you make adjustments to each role. After making necessary edits, click on the “Save Changes” button to save the update. 

  • Delete: It allows you delete an existing role. Only unassigned roles can be deleted. Once a role is assigned to a team member the role cannot be deleted. To delete a role, click on the “delete” button and the role will be deleted.


To Add a new role, anyone with the right access to create roles can do that by following these steps;
  • Click on the "Add New Role" button on the top right.
    Clicking on the button to add a new role opens up a drawer with a form to define the permissions of the new role. The permissions are to be grouped by modules.

  • While enabling permissions, access can be given to an entire module by just selecting the checkbox beside the module

  • To see more details of the permissions, the user can tap on the arrow, this expands the module as it drops down more detailed permission for the module.

  • Click on “Save Role” to save the role created.  Saved roles are automatically displayed on the Roles page.


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