Create Role

The “Create Role” page is an integral part of a system’s administration panel, designed to help Service Users define and allocate specific permissions to various roles within an organization. Here’s a detailed guide on how to navigate and utilize this page:

Overview of the “Create Role” Page:

• Role Details Section:
  • Role Name: Input field for specifying the name of the new role.
  • Allowed to Create New Roles: Checkbox that enables Service Users in this role to create new roles, which is essential for administrative or high-level management roles.
  • List of Roles which can Create Service Users in Current Role: Dropdown menu to select which existing roles are authorized to create Service Users with the new role.
  • Allowed to Manage Roles: Checkbox to allow Service Users in this role to manage (edit or delete) roles within the system.
  • Role Description: Text field for entering a short description of the role’s responsibilities or permissions.
• Role Permissions Section:
  • Search Bar: Allows for quick filtering through the list of permissions based on keywords.
  • Permissions Tabs: Organized into “All Permissions,” “Owner Permissions,” “Manager Permissions,” and “Viewer Permissions” to simplify the assignment of permissions based on common role categories.
  • Permissions List: Each permission has a checkbox and typically includes a brief description. Permissions might include actions like managing transactions, viewing reports, modifying user profiles, etc.

Steps to Create a Role:

1. Enter Role Details:
   • Type the name of the role in the “Role name” input field.
   • If applicable, select the checkbox for “Allowed to create new roles.”
   • Choose which existing roles can create Service Users in this new role from the dropdown menu.
   • If the role should have permissions to manage other roles, select the “Allowed to manage roles” checkbox.
   • Provide a brief description of the role in the “Role description” box.
2. Assign Permissions:
   • Use the search bar to quickly find specific permissions.
   • Select the relevant permissions for the role by checking the boxes next to each permission under the appropriate tab (Owner, Manager, Viewer, etc.).
3. Create the Role:
   • Once all details and permissions are correctly filled in, click the “Create role” button to save the new role.
   • Use the “Cancel” button to discard changes if you decide not to create the role at this time.