How to create Roles in Peakflo?

Roles allows you to define specific permissions for different user types to ensure efficient and secure access control within the platform.

Follow the steps below to set up and manage roles tailored to your organizations need.

Table of Content

• Create New Role
• Edit Role
• Delete Role

Create New Role

1. Go to "Settings" and click on "Roles".

2. Click on "Add New" option.

3. Specify the "Role Name" and "Role Description".

4. Click on the individual permissions and check the boxes corresponding to the permissions you want the role to have access to. You can check the description of each roles before applying then click on "Save and Close".

Edit Role

1. In the "Roles" page, click on the edit icon corresponding to the role you want to edit.

2. Edit the permission by checking or unchecking the boxes corresponding to the permissions you want the role to have access to. Then hit "Save and Close". 

Delete Role

1. In the "Roles" page, click on the delete icon corresponding to the role you want to delete.