Creating a New Role in the Roles and Permissions Module

The Roles and Permissions module allows you to define responsibilities by assigning specific roles, each linked to categories and access rights.


Two default roles are available:

  • Editor manager: Allows data editing within a defined scope.

  • Reader manager: Grants read-only access to data.

1. Access the module and create a role


From the main menu, click on the Settings tab, then go to the Roles and permissions module.

At the top right of the page, click the Create a new role button.

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2. Enter role information


Enter the name of the role along with a description.


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3. Configure member permissions


In the Members section of the form, set permissions that allow the manager to view certain members and edit their profiles.


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4. Define shift-related rights


Adjust the permissions related to tasks—such as assigning members, changing statuses, and more.

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5. Enable communications


You can also allow this role to send email or SMS campaigns.

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Click Create role to save your settings.

 

You can then assign this role to members. See this article to learn more about how this feature works.