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Roles & Permissions

This feature allows you to set specific permissions for your employees and group them within a role.

Updated over a month ago

Overview

The roles and permissions screen allows the creation and editing of roles, which, once allocated to employees, will determine their access to the system. Roles and permissions are concepts that define how users access and interact with e-Reception Book. Roles are collections of permissions assigned to users or groups, while permissions are the actions that users can perform.



How to Add a New Role

To add a new employee role to the system, follow the steps below:

  1. On the dashboard, navigate to Configuration > Setting > Roles

  2. Click New Role

  3. Enter the Role details

  4. Click Create Role.​



How to Enable/Disable Permissions

To add or remove permissions from an existing employee role, follow the steps below:

  1. On the dashboard, navigate to Configuration > Setting > Roles

  2. Click the required Role

  3. Scroll to the required Permission

  4. Set desired Enabled/Disabled



How to Edit a Role Name

To edit the name of an existing employee role, follow the steps below:

  1. On the dashboard, navigate to Configuration > Setting > Roles

  2. Click the required Role

  3. Select the Edit Pencil next to the Role name

  4. Enter the desired Name

  5. Click to Save


    ​Please note Admin & Employee can not be edited.


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Additional Support

If you have any immediate questions, please use our Live Chat on the bottom right-hand side of the page.

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