User Role Centre Options
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The user role centre provides a couple of options for efficient management of the roles. You can access these options by right-clicking on the role.
Open: Opens the role details to view and edit the role information.
Delete: Deletes a role from the system. Please note that the default roles provided in the system, such as Admin, Sales Rep, etc. are read only and can not be deleted.
Refresh: This allows you to refresh the search results after changing the search criterion.
Save: This option enables you to preserve any updated user interface (UI) settings (for example, if you have hidden or added any columns for viewing), ensuring a personalized and consistent experience during future interactions with the module.
Advance Search: The advance search option enables you to further extend the search criteria. You can delve into a nuanced search by specifying criteria such as Column Name, Operator, and Value, facilitating precise and tailored searches.
Columns (Bento Menu): All the columns available for the module are listed under this icon. You can use this option to hide or add the columns and tailor the module view as per your requirements.
Download: This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.
