Manage Roles & Permissions

Manage Company Roles & Permissions

You can easily manage roles within your company by following the steps below:

Add a New Role

1. From the left-side menu, click Account Management.
2. Click Company Roles.
3. Click Add New Role.
4. Enter a name for the role (e.g., Finance Order).
5. For each permission, choose whether it applies at the department level or company level.
6. Click Save. The role will be created and added to the roles list.

Update a Role

1. From the left-side menu, click Account Management.
2. Click Company Roles.
3. Click the options button (⋮) next to the role.
4. Select Edit.
5. Update the role name and/or permissions as needed.
6. Click Save. The role will be updated.

Assign a Role to a User

1. From the left-side menu, click Account Management.
2. Click Company Roles.
3. Click Assign User next to the desired role.
4. Select one or more users to assign.
5. Click Apply. The selected users will be assigned the role.

View Users Assigned to a Role

1. From the left-side menu, click Account Management.
2. Click Company Roles.
3. Click View All next to the desired role.
4. A list of all users assigned to that role will be displayed.

Remove a User from a Role

1. From the left-side menu, click Account Management.
2. Click Company Roles.
3. Click View All next to the role.
4. In the user list, click the options button (⋮) next to the user.
5. Click Delete. The user will be removed from the role.