Role
A role refers to the level of accessibility that a user can have in an organization. In Erpisto, we have traditional roles like Admin, Staff, Staff for particular customers, and Timesheet staff.
Add Role #
Apart from the traditional roles (such as Admin, Staff, etc.) in Erpisto, you can add additional roles with different access levels. These roles are called Custom Roles.
To add a custom role:
- Go to Settings > Roles.
- Click the New Role button in the top right corner of the page.
- Select the modules and the level of access you want to provide for the role.
- Click Save.
Edit Role #
- Go to Settings > Roles.
- Click on the Edit of the role whose details you want to change.
- Make the required changes and click Save.