Naturally certain people inside your company don’t need to have access to the full functionality of Inseanq to successfully complete their tasks, therefore you may need to assign them a specific role and manage their level of access to the system features and modules.
Roles module is a constructor where you can create, delete or edit a role with a customized level of access. The majority of modules have three levels of permissions: View (under this access a user can view the information inside the module but is not able to perform any actions), Hide (this module will be invisible under this setting), Edit (module’s functionality will be available without limitations).
Create a new role
Open Roles tab, click Add role button and fill in required information in the pop-up:
Enter role’s name
Customize level of access for each module
Edit a role
You can edit the role if needed by clicking the pencil icon in the top header. You can also edit access permission to the particular module directly in the table: hover the mouse and the pencil icon will appear.
Delete a role
You can delete the role if needed by clicking the pencil icon in the top header. Select Delete.
Tip: you are not able to delete the role connected to active users. Change users role first and then proceed with deleting of the required role.