Role Management

This guide goes through role management.

An admin user can create and manage roles through the admin panel.

1. Go to the admin panel.

2. Select "Roles."

3. On the Roles tab, you will see the existing roles, which you can edit or use to create a new role.

4. Add a new role by clicking the "New Role" button.

5. Give the role a name and, optionally, a description (the description will only be visible in the role management panel to help with role maintenance).

6. Click Save, after which you will be able to edit the role.

7. You can restrict the role to certain tools by selecting the desired tools from the dropdown under the "Tools" tab.

8. Under the "Users" tab, you can add or remove users from the role.

9. Under the "Permissions" tab, you can add or remove specific permissions associated with the role.

10. Once the desired changes to the role are made, click Save.
    
    
    On the Users tab, you'll see an information icon next to a user, indicating that the user has a role. By hovering the mouse over the "i" icon, you can view the name(s) of the role(s) assigned to the user. By selecting the user, you'll see the user's individual permissions highlighted with a red background, and the permissions granted by roles highlighted with a blue background. Please note that role-based permissions cannot be managed from the Users view.