ROLE
The Role section allows administrators to create, configure, and manage user roles within the organization. Roles define permissions and access levels for different user types in the system.
Navigation
Follow these steps to access the Role interface:
- Navigate to the Org Config module from the main menu
- Under the Admin section, select Role
The Role Management interface will display all existing roles and provide options to create new ones.
Creating a New Role
Step 1: Initiate Role Creation
Click the Add button in the toolbar to begin creating a new role.
Step 2: Complete the Role Form
A role creation form will appear with the following fields:
| Field | Description | Required |
|---|---|---|
| Role Name | A unique, descriptive name that clearly identifies the role | ✓ Yes |
| Description | A brief explanation of the role's purpose, responsibilities, and permissions | Optional |
| Active Status | Toggle to activate or deactivate the role immediately upon creation | Optional |
Step 3: Save the Role
After completing the required information, click the Save button to create the role.
Warning
Role Name is a required field and must be unique.
Managing Existing Roles
Role Listing View
Once created, all roles are displayed in the Role Management table:
The table provides a comprehensive overview of all configured roles, including their names, descriptions, and active status.
Available Actions
Each role in the listing supports the following actions:
Edit Role
Click the Pencil icon in the Actions column to modify Role details including name, description, or active status.
View Role
Click the Eye icon in the Actions column to view complete Role details in read-only mode.
Toolbar Features
The Role Management interface includes the following toolbar features:
| Icon | Feature | Description |
|---|---|---|
| ➕ Plus | Add Record | Create a new role |
| 📊 Export | Export to Excel | Download the role data as an Excel spreadsheet |
| 🔍 Search | Search Input | Filter roles by entering keywords (searches across all columns) |
| 🔄 Refresh | Refresh Data | Reload the role table to display the latest data |
| 🏠 Home | Navigate Home | Return to the application home page |
| ⬅️ Back | Go Back | Navigate to the previous page |