Role
Roles Administration provides you with a central location from which to manage roles. This procedure may only be performed ILS Admin.
Add Role
- Login into ILS Web Portal.
- Navigate to the Roles page.
- To add role, Click New icon.
- Enter the required details.
- Click Save.
| Field | Required | Description |
|---|---|---|
| Name | The name of the role. | |
| Parent Role | Select the parent role from the dropdown. This will provide access to the members part of parent role as well. | |
| Company | Indicates this role is for Company user. | |
| Customer | Indicates this role is for Customer user. | |
| Warehouses | Select the warehouses to give the access. | |
| Access List | Select the required modules and access leverls for the role. |
Edit Role
- Login into ILS Web Portal.
- Navigate to the Roles page.
- To edit role details, Click Edit icon from the corresponding record.
- Edit the information as needed.
- Click Save.
Clone Role
- Login into ILS Web Portal.
- Navigate to the Roles page.
- To clone role details, Click Clone icon from the corresponding record.
- Edit the information as needed.
- Click Save.
Delete Role
- Login into ILS Web Portal.
- Navigate to the Roles page.
- To delete role record, Click delete icon from the corresponding record.