Role Management

Role Management

Role management in a PMS involves defining different roles or job titles within the system and assigning specific permissions and responsibilities to each role. It ensures that users have appropriate access levels and restrictions based on their designated role. Role management helps maintain data security, streamline workflows, and enforce accountability within the project management system.

View Predefined Roles

To manageopen User / Role Management, go to Application >> Tools >>the Role Management module:

Navigate to:
Application → Tools → Role Management

You will see the followinglist screen.of all predefined roles.

In this screen, you can:

• View all roles already added to the system

• Search roles by Role Name or other available filters using the header above the search bar

• Click Search or press ALT + S to display results

Add New Roles

To create a new role:

1. Press Alt+2 to addClick the Roles.pencil Youicon canor givepress specificALT role+ to2

   specific
user
2. according to their job responsibilities. You will see

   Enter the followingRole screenName

   and
you
3. have to fill

   Select the required fieldspermissions by checking the appropriate modules and pressactions

   Ctrl+

4. Press CTRL + S to save the information.role

Once saved, this role can be assigned to users based on their job responsibilities.

Manage Existing Roles

To modify an existing role:

1. Search roles by Role Name or other available filters using the header above the search bar

2. Click the three-dot on the left side of the role list

3. Select Change

4. Update the required details or permissions

5. Save the changes

Note: Updating role permissions will automatically update the permissions of all users assigned to that role.