How To Create Roles And Set Permissions

How To Create Roles And Set Permissions

The Xap manage roles module lets you create roles for staff members which different types of permissions to use. For example, you may set up different roles such as admin, educator or casual educator. Each of these roles will have different forms of access permissions in Xap.

This help document will demonstrate how to create roles.

Step 1: Click the settings from the left-hand menu bar.

**Step 2: ** Click on the manage roles icon.

**Step 3: ** Click the green + sign to add a new role.

**Step 4: ** Complete all the required fields.

There are three permission types:

• Read-only permission: The user will only be able to read the records. They cannot create, modify or delete records.
• Read & Write Permission: The user will be able to create,edit or delete records.
• Enterprise Access: The user will be granted an enterprise login access.

Once you have entered in the relevant details, select save.

How To Edit An Existing Role

Step 1: Click on the three-dots that are on the right-hand side of the role to select additional options. Select edit.

Step 2: Make any necessary changes and select save.

How To Archive An Existing Role

**Step 1: ** Click on the three-dots that are on the right-hand side of the role to select additional options. Select archive.

Step 2: Select archive role.

Updated on: 19/08/2020