How to Manage Roles and Permissions in CloudMA ERP

CloudMA ERP allows administrators to create, modify, and remove roles while managing their permissions. Follow the steps below to efficiently manage user roles.

1.Adding a New Role

Step 1: Navigate to Settings > Role Permissions.

Step 2: Click on the "Add Role" button.

Step 3: Enter the role name and a description.

Step 4: Assign the necessary permissions.

Step 5: Click "Save" to create the new role.

2.Editing an Existing Role

Step 1: In the role list, find the role you want to edit.

Step 2: Click on the "Action" button next to the role.

Step 3: Select "Edit" from the dropdown menu.

Step 4: Modify the role name, description, or permissions.

Step 5: Click "Save Changes" to update the role.

3.Changing Role Permissions

Step 1: In the role list, find the role whose permissions you want to change.

Step 2: Click on the "Action" button and select "Change Permission".

Step 3: Enable or disable permissions as required.

Step 4: Click "Update Permissions" to apply the changes.

4.Deleting a Role

Step 1: Locate the role you want to delete in the role list.

Step 2: Click on the "Action" button and select "Delete".

Warning: Deleting a role will remove its assigned permissions. Ensure no active users are linked to this role before deleting.

Step 3: Confirm the deletion when prompted.

Important Notes: