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How to assign roles
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How to assign roles on the web

Step 1: Go to "Settings".

Click on the “Settings” icon on the left dashboard, and select the “All Users/ Roles” option from the menu. 

go to settings

Step 2: Select “Roles and Permissions”.

Now, select “Roles and permissions” from the navigation bar on the top. 

go to roles and permissions

Step 3: Click on “+Add Role”.

click on add role

A new form appears. Now, enter the role name and switch on the toggle bar beside the permissions you would like to give access to for the specific role. 

Note: You can always add or edit the permissions later.

enter role name

Step 4: Click on “Add Role”.

Now, click on the “Add Role” button present at the top right corner of the screen. 

click on add user

Step 5: Go to “All Users”.

Now, select “All users” from the navigation bar and click on “+Add New User”.

go to all users
click on add user

A new form appears. Here, fill in the necessary details, like name, email, and mobile.

Note: You can always add or edit the details later.

fill in the basic details

Now, click on the box below the role and add the role you added earlier. 

select the role

Step 6: Click on “Add user”.

Now, click on the “Add user” button at the top right corner of the screen to add the user. 

Note: You have successfully added a new user. You can follow the same procedure to add multiple users and assign new roles.

click on add user

How to assign roles on Android

Step 1: Go to “More”.

Choose the “Users & Roles” option from the menu under the profile section.

go to users and roles

Step 2: Select “Roles”.

Select “Roles” from the navigation bar above and click on the “+” symbol at the bottom of the screen. 

select roles and click on +

Step 3: Add details of the new role.

A new form appears. Now, enter the role name and switch on the toggle bar beside the permissions you would like to give access to for the specific role. 

Note: You can always add or edit the permissions later.

add details of the new role

Step 4: Click on “Add New Role”.

Now, click on the “Add Role” button present at the bottom of the screen.

Congratulations! You have successfully added a new role and a pop-up appears at the bottom of the screen informing the same.  

click on add new role