This guide is for System Administrators (Requires 'System Admin' role and 'Role Setup' permission).
Overview:
This guide explains how to modify permissions for existing custom roles in the system.
How Editing Role Permissions Works:
System admins can update default and custom role permissions to control user access.
How to Set Up Editing Role Permissions:
- Navigate to Admin tools > Admin panel > Global > Roles.
- Locate the role to modify and click its Edit button.
- Adjust the role as needed.
- Click the Save button at the top right of the page.
Additional Information:
- Key terminology:
- Role permissions: Specific access rights assigned to a role.
- Prerequisites: Requires 'System Admin' role and 'Role Setup' permission.
- Tip: Use the search function within the platform to quickly find Roles.
- Best practice: Document permission changes for audit purposes.
- Reminder: Users assigned to modified roles will automatically receive updated permissions.