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Role Permissions

Overview

Control what each user can see and do by configuring granular role-based permissions.

Step-by-Step Guide

1

Open Roles

Go to Settings → Roles.

2

Create or Edit Role

Choose an existing role or create a custom one.

3

Set Permissions

Toggle permissions for each module: View, Create, Edit, Delete, Export, Approve.

Tips & Best Practices

Tip: Use the Clone Role feature to create variations quickly.