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Overview
The Roles page serves as a valuable tool for creating and managing roles that can be assigned to users, allowing you to tailor their access to Channels according to your specific requirements.
This functionality empowers you to establish users with diverse access levels and provides a high degree of customisation to align with your unique needs. Whether you need to grant restricted access or define specific permissions, the Roles page equips you with the flexibility to manage user access effectively.
Accessing the Roles Page
To access the companies section, begin by selecting your username, located in the upper right corner. Then, from the ensuing menu, choose "Roles."
Creating a New Role
To create a new role, start by clicking the "+ Add" button located in the top right corner of the Roles page. This action will take you to a dedicated page for role creation, where you can set the desired name for the role and choose the permissions you wish to associate with it. The process is user-friendly, allowing you to easily toggle permissions for actions such as "Create," "View," "Update," and "Delete" for various channel functionalities.
In the "Data Protection" section, enabling this feature ensures that all client-based information will appear randomised to any user assigned to this role, enhancing data security.
Once you've configured the role to your specifications, click the "Save" button at the bottom of the page to confirm the role's creation. Upon saving, you'll be directed back to the Roles page, where you'll find the newly created role listed alongside existing ones.
Editing Roles
To make edits to a role, begin by navigating to the Roles page. Once there, look for the action section located next to the role entries on the right side. Within this section, you'll notice two distinct buttons: a pen icon, which signifies editing, and a trash bin icon designed for role deletion.
Should you choose to edit a role, click the pen icon. This action will redirect you to a page that mirrors the role creation page, allowing you to make modifications to all aspects of the role.
In the event that you wish to delete a role, click the trash bin icon. It will trigger a popup window atop the page, prompting you to confirm the deletion. If you proceed by clicking "OK," your action will be confirmed, and the role will be permanently removed from the system.
