Manage Roles

Users with a role consisting of the following permissions adding, updating, removing and viewing roles will have access to the admin page to manage all of the roles in the system and their respective permissions. 

Viewing Roles

1. Go to Admin > Roles from the left-side navigation menu.

A list of roles will be displayed.

Adding a Role

1. From the roles page, select Actions > Add Role.

2. Enter the name of the role

3. Check off the respective permissions you would like the role to have

Each part is a section within the system

Add - Will allow the user with this role to add to the respective section

Import - Will allow the user with this role to import bills (Bills only)

Remove - Will allow the user with this role to delete items in the respective section

Update - Will allow the user with this role to Edit items in the respective section

View - Will allow the user with this role to view items in the respective section

4. Click Save.

Edit a Role

1. From the role's page, click the pencil icon () next to the role you want to modify.

2. Change the information.

3. Click Save. 

Delete a Role

1. From the role's page, click the trash icon () next to the role you want to delete.

2. Click Yes to continue.

3. Confirmation will appear at the bottom right of the page.