How to Edit or Create Roles

How to Edit or Create Roles

Soporte Rently avatar
Escrito por Soporte Rently
Actualizado hace más de una semana

First of all, You need to have the permits on your Role to be able to edit o create them.
A User need at least one rol To use the system.
A Role is a group of permits that determines what can one do or see.

It's important to test the changes.

Edit a rol:

1- go to the 9 dot menu on the top left and click on Roles:

2-Here you can see the current roles in your system.
In the following example, you will see the default ones:

3-Click on edit

And you will see different groups for different subjects:

You can check or uncheck the permits and for some, decide if it depends on the branch office:

Don't Forget to save the changes.

Create new Roles:

1-It's as simple as clicking on new and ading the permits you want the rol to have


Don't Forget to save the changes.

Test the changes:

A useful trick is to open the system with your administrator user and at the same time an incognito tab with a user with the rol you are editing/creating.
The system won't allow you to have more than a user in the same browser, you can use a second browser or an incognito tab.

Don't Forget to save the changes.

Changes Won't reflect unless you refresh the page.

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