Role Management

You can create custom roles with granular permissions. Admins can control what users do in OMS by assigning specific permissions to each role.

Steps to Add a Role

• Go to Roles > Add Role
• Enter Name: Give the role a name (e.g., “Sales Rep”).
• Click: Save & Add Permission
• Assign Permissions: Select permissions (Add, View, Edit, etc.) for each module as needed.
• You can use “Select All” within a module to grant all permissions for that module.
• Save: Click Save to finalize permissions.
• Verify: Check that the new role appears in the role list.

Video Guide

Watch the video tutorial for a detailed guide on role management:

Notes:

• Roles can be edited except for the Admin role, which cannot be modified.
• Permissions determine what buttons and pages users see in the system.
• Use tooltips to understand each permission.