Creating User Roles

A user role allows you to effectively manage access control, ensuring that users have the appropriate level of access based on their responsibilities and organizational needs. By default, certain roles are already created in the system, such as Admin, Sales Rep, Accounting, etc.

However, you can create a new user role as per your business needs by defining the basic information associated with the role.

To create a User Role, go to Menu > Admin > User > User Role

Role Detail Fields

Field	Description
Name	Enter the name of the role that acts as a unique identifier for the role.
Display Name	Provide the name that will be displayed in the UI. For example, "Admin" is used as the display name for the role "Administrator".
Description	This field allows you to provide a brief overview of the role and its permissions.
Dashboard	Select the default dashboard for the role. Upon logging into the system, this dashboard will serve as the default page for users assigned to the role.

Once the role details are set, click "Save" to create the user role.

After a role is created, you can assign access privileges to the role from the Access Manager module.