Adding a new Role

Prerequisites

1. The user must have permission to add new roles in the application. By default, the "Organisation Admin" or any other user who has access to configure this module.

2. Prepare a list of permissions that the new role should have.

Steps to Add a New Role

Step 1 : Log in to the portal.

Step 2 : Navigate to the "Roles and Permissions" module from the main navigation menu.

Step 3: Click the “Add New Role” button in the top-right corner.

Step 4: A form will appear with fields to configure the role. Fill out the form as follows:

• Role Name: Assign a name to the role and associate it with users.

• All Modules: Apply permissions for all modules at once, if required.

• Questionnaire: Configure access to manage questionnaires.

• Respondents: Manage respondent-related data and access levels.

• Initiatives: Configure access to manage welfare schemes.

• Users: Set permissions to manage users.

• Roles and Permissions: Configure this module for specific access needs.

• Locations: Set permissions for location-related management.

• Dashboard: Define access to manage dashboards.

• Track on Dashboard: Allow tracking of operational numbers for roles.

• Respondent Details: Define specific actions users can perform based on their roles.

• Reassign Respondents: Enable reassigning respondents to reportees.

• PII View : View Personal information of Respondents.

Step 5 : Scroll to the right Click the “Save” (💾) button once all details are filled in.

Step 6: A success message will confirm the new role has been added.

NOTE: For mobile application users, ensure “Create” and “Edit” access is assigned to Respondents Module when adding new roles.

Tips:

• Test the assigned role by associating it with a test user to verify permissions.

• Give as many granular permissions to have control.

• Regularly review roles to ensure permissions remain relevant.