Understanding User Management and Role Assignment

Dear Readers,

Thank you for taking the time to read this article. Within these sections, we will delve into the mechanics of User Management and guide you through the process of adding your first user along with their respective roles.

Why Assign Roles?

Assigning roles is a fundamental step in user management. It allows you to define and control the permissions and access levels of your users. By doing so, users are restricted to functionalities and data pertinent to their roles, ensuring operational security and efficiency.

Step-by-Step Guide to Adding Roles

To begin, it is essential to establish roles before adding users. Here are the instructions to successfully create and assign roles:

1. To add roles, please navigate to the 'Roles' tab located within the 'User Management' section. Once there, click on the 'Create' button to begin the process of creating new roles. : 

2. To add roles, you may choose from our preset list of default role names or create a custom role. Our default roles include titles such as Sales Representative, Marketing Manager, Customer Support Agent, Account Manager, Administrator, Team Leader, Technical Support Specialist, Financial Analyst, Product Manager, and Human Resources Coordinator. Alternatively, you have the option to establish a unique role tailored to your specific requirements. : 

3. After selecting the desired role name, proceed to specify the feature access by selecting the appropriate options from the dropdown menu provided below. Once all selections have been made, click the "Create" button to finalize the addition of the new role. This will successfully incorporate the role into your system. : 

Proceed with adding your first user

Let us proceed with adding your first user. To begin, please navigate to the "User Management" section. Within User Management, select "Users" and then click on "Create" to initiate the process.

You will be prompted to enter the username, the individual's last name, and their title. The title could range from positions such as CEO or Manager, depending on your preference. Next, input the phone number of the user.

Following this, select the user's gender and enter the login details that the user will utilize to access the system. Subsequently, assign the appropriate roles to this user based on their responsibilities within your organization.

Optionally, you may choose an avatar for the user, which could be a photo or any other preferred image.

Once these steps are completed, your setup in User Management is concluded.

We hope this guide provides you with a clear understanding of how to implement user roles within your system. Should you have any further questions, please do not hesitate to reach out.