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Navigating to Roles

Learn how to find and access the Roles section within your ERP settings to manage user permissions and access control.

Prerequisites

  • You have an active user account with access to the Settings module
1

Open the Roles settings page

In the main navigation, go to Settings > Roles. The page will load and display a list of available roles in your system.
If you do not see the Roles section, your user account may not have sufficient permissions to access this area. Contact your system administrator for assistance.
The Roles section is where you can view and manage the different levels of access assigned to users across your organization. Consider reviewing existing roles before creating new ones to avoid duplicates.