Roles & Permissions allows you to assign roles to users, and manage what they are allowed to do within hAIbooks (their permissions).

To use this feature, go to Settings and select Roles & Permissions to open the Roles & Permissions page. 

You’ll see three roles-Admin, Advisor, and Staff. Each role has a set of defined rights which you can’t edit. However, you can add specific roles with a particular set of permissions.

Add/Edit Role

To add a new role:

  1. Select All Settings in the sidebar menu.
  2. Select Roles & Permissionson the Settings page.

   3. Select Add Role .
       To Edit Role , go to Roles and Permissions page and click on the Role you want to edit in the list of all the roles. Note that Admin, Advisor, and Staff roles are non-editable. Fill in the form and select sections to which a role will have access.
   4. Fill in the form and select sections to which a role will have access.

   5. Press Save button.

Note: If you check Staff Expense you have to select a type of expenses that will be accessible for this role. 

The checkbox  Allow Payments allows users with this role to create payments for staff expenses; Applicable Only for those which are selected (All or Own)

Delete a Role

  1. Select Settings in thesidebar menu.
  2. Click Roles & Permissionson the Settings page.

   3. Select thecheckbox of the role(s) you want to delete.

   4. Press Delete button.


Note:
User can delete only Role, which has no dependent user


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