Questions
- How do I create a role before adding users?
- How can I set up a role to manage users easily?
- How do I create a role and decide what users can do?
- How do I organize users by creating a role?
Description
Before you create users and give them access, you should first create a role.
This makes things easier because you can add users to the role and control what they can do in one place.
Creating a New Role
Here are very simple steps creating a new role:
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Make sure you’re logged in
You need to be logged in to create roles and manage access.
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Go to Group Creation
User Management -> Roles -> Create Roles
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Create the Role
- Enter a name in Create Role . For example: Work Account, Admin – XYZ, or Management
- Add a Parent User Group (Optional).
- Add a short description or Image (Optional).
- Click Save
Tip!!!
The created role can be viewed in the Manage Roles table.
The most important thing to remember!!!
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Create the role first – Makes adding users easier later
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Use clear names – Something like Work Account or Manager
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Give only needed access – Avoid giving extra permissions
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You can edit anytime – Roles can be updated later if needed
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Find it easily – All roles are listed in Manage Roles