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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. 

Step 2: Select “Roles and Permissions”.

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

Step 3: 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.

Step 4: Click on “Add Role”.

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

Step 5: Go to “All Users”.

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

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

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.

How to assign roles on Android

Step 1: Go to “More”.

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

Step 2: Select “Roles”.

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

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.

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.