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Role

Roles Administration provides you with a central location from which to manage roles. This procedure may only be performed ILS Admin.

Add Role

  1. Login into ILS Web Portal.
  2. Navigate to the Roles page.
  3. To add role, Click New icon.
  4. Enter the required details.
  5. 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

  1. Login into ILS Web Portal.
  2. Navigate to the Roles page.
  3. To edit role details, Click Edit icon from the corresponding record.
  4. Edit the information as needed.
  5. Click Save.

Clone Role

  1. Login into ILS Web Portal.
  2. Navigate to the Roles page.
  3. To clone role details, Click Clone icon from the corresponding record.
  4. Edit the information as needed.
  5. Click Save.

Delete Role

  1. Login into ILS Web Portal.
  2. Navigate to the Roles page.
  3. To delete role record, Click delete icon from the corresponding record.