How to Assign User Roles and Permissions 0 0

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.

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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

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Expected Result

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

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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

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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.