How to assign Role Based Permissions?

How to assign Role Based Permissions?

Notes
Role-based permissions are set up to control access to certain screens or features within a system. Sub-account holders with specific roles will have access to the screens assigned to their role.

Steps-by-step Guide to Assign Role-based Permissions

1. Navigating to Roles

  1. Click on the 'Settings' option.
  2. Navigate to the 'Company'. Once there, click on ‘Roles’ to add a new role.

2. Check Existing Roles or Create a New Role

  1. Here, you can select already added roles to check which screen access is provided to that role, or you can create a new role by clicking on the top-right corner.

3. Select Role and Assign Screen Access

  1. After filling the Role Name and Parent Name(optional) click on Add.

  1. The following options will appear on your screen. Choose the screens you want to grant access to for sub-account users with this role.

4. Choose Homepage for Sub-accounts

Also, choose the homepage that will be displayed upon logging into the portal for the sub-accounts and click on the ‘Save’ button on top right corner.

Conclusion

By following these simple steps, you can easily add a role and assign access to set up a sub-account user.



    • Related Articles

    • How to create a Business Hierarchy?

      Business hierarchy refers to the way roles and positions are arranged in a company. It shows who reports to whom and how communication and responsibilities flow. In Dyrect's back office, you can set up and manage this hierarchy, giving access and ...

    • How to add Sub-Account?

      Sub-accounts are created to assign access responsibilities to specific individuals. Clients can choose the role(s) and grant the sub-account holder access to multiple screens based on those roles. Step-by-Step Guide to Create a Sub-Account 1. ...

    • How do you configure Forms in Dyrect?

      In Dyrect, forms are used to collect and organize data from users or customers during various interactions. These forms can be customized based on the organization's requirements and are a crucial part of the platform's workflow. Here's how forms are ...