Roles

Table of Contents

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.

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