How to manage role permissions for users

The Users screen in Recordbase allows administrators to assign and manage roles for each user. A role defines a set of permissions to access various screens and perform actions such as creating, editing, or deleting information.

Follow these steps to Add or Remove a Role:

• In the left sidebar, navigate to Administration.
• Click Users & Roles.
• Click Users.
• Search for the user’s name in the list and click on their name.
• Click the Roles tab

To Add a role:

• Select the appropriate role from the Assign user to role dropdown list.
• Click Add. The role will appear in the list of assigned roles.

To Remove a role:

• Click Remove next to the role name you wish to revoke.

By following these steps, you can ensure users have the appropriate permissions to carry out their tasks while maintaining system security and access control.