Roles

• Overview
• Create a new role
• Update an existing role
• Delete role(s)

Overview

Roles are used in the ERP system to determine user's role in the company.

Roles are used to group sets of permissions, that are required for performing a task or general ERP use.

Create a new role

To create a new role, click the "+" button above the "Roles" table, to navigate to the "Create new authorization role" form.

On the form, fill out the required fields and click save to add a new role.

• Name
  • Select a descriptive name for the role (eg. a work position, like Department Lead)
    

• Slug
  • Is used to identify the role throughout the ERP. Is usually formatted role name (eg. department-lead) 
    

• Level
  • A role's level is used to determine it's priority over other roles. Roles with higher priority overrule roles with lower levels.
    

• Description
  • Is not required, but it's highly encouraged that it be added. Used to further explain the roles purpose.
    

• Permissions
  • Select, which permissions are attached to this role.
    

• Users
• • You can list users, that will have this role here, and it will be assigned to them automatically after role is created.
    

Update an existing role

Roles should be updated only be people, who know their purpose, as deleting a role that is required for a certain tasks will stop users form performing those tasks.

To edit an existing role, find it in the roles table and click on its "Edit" button.

On the role's page, you can update its name and description, its assigned permissions and manage users, that have this role. 

It is not recommended to update a role's slug, as it may be used for programmatic access control.

Delete role(s)

Roles should only be deleted by people, who understand the role's purpose and know it's uses.

To delete a role, find it in the "Roles" table and tick its checkbox. Then click and confirm the "Trash" button, that appears above the table.