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Knowledge Based Article

How to Setup Roles?

In this section, user can learn how roles are created for the particular user type like CA, PM, etc. This helps to differentiate the users as per the role and abilities to use Talygen. To create a new role follow the below given steps.

For an instructional demonstration video click here.

1. Go to Full Menu > Configuration > Roles.
2. Click the 'Add' icon.
3. Fill in the required information and check mark on checkbox to assign modules and privileges to the roles.

4. Click ‘Submit’ to create it.

To edit: Click on the Roles in listing and make the required changes.
To delete: Tick mark the Role in listing and remove it by clicking on 'Delete' icon.
To search the Role: Search the role by role name, description, user type, user count or status in the search bar and click on 'Search' icon.