Guidelines for Role Management

1. Viewing the List of Roles #

This screen provides an overview of all the roles currently available in the system and allows users to perform actions on them.

Steps to View and Manage Roles: #

1. Navigate to the User Management module from the main application menu.
2. Select the Roles option to open the role management page.
3. The screen will display a table with the following columns:
   • Role Name: Displays the name of each role (e.g., admin, sub-admin).
   • Actions: Provides options to edit or delete a role.

Available Actions: #

• Edit a Role:
  • Click on the Edit button (pencil icon) next to the role name to update its details and permissions.
  • Proceed to the next screen (Add Role) to make changes.
• Delete a Role:
  • Click the Delete button (trash icon) next to the role name.
  • Confirm the deletion when prompted to permanently remove the role.

Adding a New Role: #

1. Click on the Add Role button located at the top-right corner of the screen.
2. This will lead you to the “Add Role” form.

Screenshot Example:

---

2. Adding and Managing Roles and Permissions #

Steps to Add or Manage a Role: #

1. Enter Role Name:
   • Type the desired name for the role in the input field (e.g., Manager, Viewer).
2. Assign Permissions:
   • Navigate to the Menu Privileges section.
   • Use the checkboxes to select the permissions relevant to the role. For example:
     • User Management: Grant access to functionalities like viewing, adding, or editing users.
     • Product Management: Enable permissions to manage products, labels, certificates, and documentation.
3. Permission Levels:
   • Read Access: Check this option to allow the role to view specific sections or data.
   • Write Access: Check this option to allow the role to create, update, or delete items in the selected sections.
4. Save the Role:
   • Once all permissions are configured, click the Save button to add the role to the system.
   • The system will automatically redirect you to the roles list, showing the newly created or updated role.

Screenshot Example:

---

Best Practices: #

• Assign appropriate permissions to each role based on the user’s responsibilities to ensure system security.
• Regularly review and update roles to align with changes in organizational requirements.
• Limit administrative permissions to specific roles to prevent unauthorized access.

These guidelines will help administrators efficiently manage roles and permissions within the system.