Within valid8Me, users have the ability to create roles and assign varying permissions to each role they create.
Within the Settings section, you can locate various roles by navigating to the Roles tab. Here, you will find a selection of pre-existing roles, each with a Role Name, Description, associated Permissions, and the option to either Edit or Delete the role.
To add a new role, just click on the "Create +" button located in the top right corner. You will then be prompted to enter a Role Name and Description for the new role.
Next, you will need to choose the Permissions for the new role.
Caution:
Clicking on a checkbox at the top level like in this example here for "Reports" will grant access to all of the permissions for Reports nested under that permission:
The same is the case for levels checked under the top level:
Tip:
Please bear this in mind when assigning permissions. It may be better to click on the individual dropdowns first and select the individual permissions one by one rather than granting all permissions at once.
Once you have confirmed that all the necessary permissions have been assigned to the Role, proceed by clicking on the "Create" button to finalize the process.
A confirmation message will be displayed.
The newly created role will be displayed in the list of roles.
If you ever need to add more permissions to a role, simply use the "Edit" function to grant those additional permissions. Remember to select the extra permissions individually, as recommended earlier in this article, to ensure proper access control.
If you ever need to remove a role, simply select the Delete option. A warning message will appear to confirm if you are sure about deleting the role.
If you need any further assistance with this process please email our Support team at support@valid8me.com