How to create a new Role in the Client Portal
How to create a new Role in the Client Portal
This tutorial will guide you through creating a new role in the Client Portal
Go to app.dev.razorerp.com
1. Introduction
Before you start, ensure you have the necessary privileges to manage user roles.
2. Click "Users"
Start by going to Users and ensure you have the necessary privileges to proceed.
3. Click "Role List"
Select Role List to view a list of all your roles below.
4. Click "New Roles"
Create a new role now by clicking New Roles.
5. Click "Role Name*"
Put a role name and input the description that's going to identify the role.
6. Click "Description"
Once done, click Create role to proceed.
7. Click "Create role"
Click your role by clicking Permissions to manage access settings.
8. Click here
Check off any pages that you want this role to have access to, such as the dashboard, inbound orders, asset vision, and other pages. You could decide if you want them to access or restrict these areas.
9. Click "Save Changes"
Once done, click Save Changes to finalize. You have now created a new role and edited the permissions.
You have successfully created a new role in the Client Portal and configured its permissions to control access to various pages. Next, you can assign this role to users to manage their access effectively.