Role Groups

Role Groups


'Role Groups' have been created to allow users to group roles together enabling these roles to be assigned to a User at the single click of a button.  For example Sales Managers can have a seperate group of Roles to that of a Sales Person.

This guide covers creating and editing a Role Group.  See seperate guide for Assigning a Role Group to a User.

Creating a Role Group
  1. To create a Role Group, navigate to Company Settings/Role Groups and the Role Group list screen displays
  2. Click on the '+' icon to create a new Role Group

  1. The 'Add New Role Group' displays 
  2. Enter a Name for the Role Group and click 'SAVE'

Editing a Role Group
  1. The Edit Role Group screen displays with the 'Roles' Section.
  2. Roles can be added by clicking on the Add button
  3. Where Role has Manager or Notification options, these can be expanded by clicking on the 'arrow' icon to the right of the field.
  4. To remove a Role click on the 'rubbish bin' icon. 
  5. Click 'SAVE' to make these changes. 

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