How to create and manage roles in the system?

Modified on Mon, 12 Sep 2022 at 12:35 PM

The ability to add and manage roles is reserved only to those who have been assigned such functions.

If you do not have the appropriate permissions, please contact the person who manages the program in your center.

    If you are a user with Manager functions:

1. Open: Management

    Click on the gear symbol in the lower left corner of the screen.

2. Select: Roles

    Here you can manage roles and decide what permissions should be assigned to them.

To edit the permissions assigned to individual roles:

    Hover over the field you want to edit, then select the pencil symbol.

Permissions are grouped into categories, by expanding each one, you can decide what permission will be assigned to a given user role.

Check and uncheck as needed.

To add a role:

  You can add roles and scopes of permissions to the system according to your requirements.


Select: Add role

Define the role name and description, then decide what the user assigned to this role will be responsible for.

Check and uncheck permissions grouped into categories.

Select: Save

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