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Add New Roles

This tutorial shows you how to add new roles and configure permissions in the WorkTraq application.

Video Tutorial

1. Open the Main Menu

Click the hambuger-menu.png main navigation menu to access system options.

role-new.png

2. Go to Admin Settings

Select "Admin Settings" to enter the configuration area.

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3. Open Roles

Click "Roles" to view and manage roles within the application.

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4. Create a New Role

Click the plus-icon.png plus icon to add a new role.

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5. Rename the Role

Select the newly created role and update its name for easy identification.

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6. Select the Role

Click the view-arrow-icon.png arrow next to the newly created role to begin configuring permissions for that role.

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7. Select Modules

Choose the modules you want to control access for.

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8. Configure Permissions

Set permissions for the selected role using the table on the right.

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9. Configure Page Permissions

The Page column defines where the permission will apply, such as entries, document tabs, and other sections.

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10. Configure Permission Types

The Name column defines the permission type for the role.

  • Add enables creating new records
  • Delete enables removing records
  • View provides access to pages and information
  • Edit enables modifying existing records within the system

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11. Apply Permissions

Select All to grant full permissions for the selected role.

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12. Quick Action Permissions

The options below provide additional permissions in the Quick Action menu, allowing the selected role to access more actions and features within the system.

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You have successfully added a new role and configured its permissions in the WorkTraq application. Make sure permissions are assigned correctly to match your operational requirements.

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