Roles & Permissions.

When there are multiple employees who have access to the same Business Portal, having the ability to create & assign different roles for them can be quite important.

Businesses decide which sections of the Business Portal a role can have access to and what type of permission levels the role should have. 

This can be very valuable to a business that needs to give access to multiple employees and has a need to limit what the employees can do in the business portal and what the employees can see. 

There’s no limit to the number of roles that can be created, so if a business wanted to they could create separate roles for Branch Manager, Branch Employees, Branch Marketing Managers as well as Corporate Super Administrators and Restricted Graphic Designers; just an example.

There are two parts to creating a role: (1) Determining what sections they can access, and (2) What they can do in each section. The sections or modules in the Business Portal are made available or unavailable to the role. Once that is done, the business will specify what type of activities can be carried out for each role: View, Create, Update, and Delete. 

By definition, not all permissions are applicable to each section. The Dashboard, for instance, is a View only section. Offers, on the other hand, can be viewed, created, updated, or deleted. There may be circumstances in particular types of employees, as a Branch Manager, may need to be able to view, create, and update an offer, but should not be able to delete offers.

The way that a business will use the roles is by assigning them to employees that have been created in the branches section. 

Roles and Permission help to put in place a system of controls and security that your business may need.