Creating Roles and Permissions for Different Users

1. Navigate to System

• Go to the left pane and click > System.

2. Navigate to Access Tab

• Click on the Access tab at the top of the page.

3. Add Role

• Click on the blue + Add Role button at the top right of the page.

4. Enter Role Details

• Set Role Name: Enter the name of the role (e.g., "HR Manager" or "Billing Specialist").

• Set Permissions: Choose the permissions you want to assign to this role from a list.

5. Add the Role

• Click Add to create the new role.

• The new role will appear in the left table labeled Role.

6. View Assigned Permissions

• Click on the role in the left table to see the permissions assigned to it in the right table.