How to Assign User Roles and Permissions

Overview

This guide explains how to create and manage user roles and assign permissions in 925worksuite ERP. It helps administrators control access levels for different users across modules.

Steps

1. Go to the Dashboard
2. Click on Settings
3. Select Roles & Permissions
4. Click on Manage Role
5. Enter or edit the Role Name
6. Select the appropriate role options
7. Click Save
8. Click on Permissions
9. Select a Module
10. Assign the required permissions for that module
11. Save changes

Expected Result

 Roles will be successfully created or updated, and users assigned to those roles will have the appropriate access permissions.

Common Errors

• Role name not entered
• Permissions not selected before saving
• Changes not saved properly
• Users not assigned to the updated role
• Insufficient admin access to modify roles

FAQs 

• How do I create a new role in 925Worksuite?
Go to Settings → Roles & Permissions → Manage Role, enter a role name, and save.

• How do I assign permissions to a role?
Select the role, go to Permissions, choose a module, and assign access.

• Can I edit an existing role?
Yes, select the role, update the details, and save.

• Why are users not seeing changes in permissions?
Ensure the role is properly assigned, and changes are saved.

Attached files

manage role.png rol..ission.png