📘 User Role Management – User Manual

Version: V.1.0.32
Prepared by: Ramya R
Date: 07 July 2025

📑 Table of Contents
🔹 1. Introduction
🖥️ 2. System Requirements
🔐 3. Logging In
⚙️ 4. Main Features and Functions
  • 4.1 Creating a New User Role
  • 4.2 Editing an Existing Role
🛠️ 5. Troubleshooting
❓ 6. Frequently Asked Questions (FAQs)
💬 7. Support

🔹 1. Introduction
The User Role Management module is used to define and manage role-based access to different screens and functionalities within the system. Roles determine what a user can view, create, edit, or delete based on organizational security policies.

🖥️ 2. System Requirements
Browser Compatibility:
• Google Chrome v90 or later
• Mozilla Firefox v85 or later

User Roles:
• Admin
• System Administrator

🔐 3. Logging In
To access the User Role Management screen:

1. Log in using valid system credentials.

2. Navigate to the Administration module in the left pane.

3. Alternatively, type User Role Management in the search bar at the top right of the screen near the username.
   
   
   

⚙️ 4. Main Features and Functions

🆕 4.1 Creating a New User Role
To create a new user role:

1. Click the “Create New” button on the top right of the screen.

2. Enter the following information:
     • Role Name – A meaningful name for the user role.
     • Description – A short description of the role's purpose or responsibilities.

3. In the Program dropdown, type or select the name of the screen/module this role will access.

4. Click Add to include the selected screen.

5. By default, View access is granted when a screen is added.

6. You can additionally enable the following permissions:
     • Create – Allows the role to create new records.
     • Update – Allows editing/updating of existing records.
     • Delete – Allows removal of records (if supported by the screen).

7. Repeat the process for all required screens.

8. For advanced or screen-specific access permissions, click the gear icon next to each screen in the grid.

9. Once all permissions are configured, click Submit to save the new role.
   
   
   
   
   
   
   
   
   
   

✏️ 4.2 Editing an Existing Role
To update an existing user role:

• Click the Edit icon beside the role name.

• Modify the role name, description, or screen permissions as needed.

• Use the Add or Remove options to update screen access.

• Click Save to apply changes.

🛠️ 5. Troubleshooting Common Issues

❓ 6. Frequently Asked Questions (FAQs)

Q: Can one role have access to multiple screens?
A: Yes. You can add multiple screens under the same role using the Program dropdown.

Q: Is View access mandatory?
A: Yes. View access is automatically assigned and cannot be removed once a screen is added.

Q: Can roles be modified later?
A: Yes. Use the Edit function to update any aspect of the role including screens and permissions.

Q: Are screen-specific controls required?
A: Optional. Use the gear icon for advanced permissions only when necessary.

💬 7. Support
For support with the User Role Management module, contact:
📧 helpdesk@aggrandizeventure.zohodesk.in