Role Management

The module allows you to view, create, edit, and delete roles within your organization. Each role defines permissions for accessing and managing modules such as Contact Management and other system features.

Role list columns include:

• Organization Name
• Role Name
• Permissions
• Associated Users
• Edit and Delete icons

You can search roles by name, with results filtered within the selected organization.

Viewing Role Details

• Click the Edit icon to see role details and permissions.
• System default roles (Admin, Manager, User) cannot be edited or deleted.
• The Associated Users column shows how many users are assigned to each role.

Creating a Role

• Click the Create Role button at the top-right of the page.
• Fill in the role details:
  • Organization – select from dropdown (enabled for editing).
  • Role Name – must be unique.
  • Permissions – create, edit, view, and delete permissions are available for Contact Management and Role Management; other modules default to view-only.
• Use the Select All option to quickly assign permissions.
• Click Create to save or Cancel to discard.
• The newly created role will appear in the list.

Deleting a Role

• Click the Delete icon next to a role.
• Conditions:
  • System default roles (Admin, Manager, User) cannot be deleted.
  • Roles with assigned users cannot be deleted.

Permissions Summary