Roles and Permissions Screen

Navigation:
App → Workspace → Roles and Permissions

Purpose

The Roles and Permissions screen is used to manage user roles and control access to CRM features and modules.

Screen Components

1. Role Listing

• Displays all available roles along with their type and permission count.

2. Permission Management

• Change Permissions – Used to view and modify permissions assigned to a role.
• View Users – Displays users assigned to the selected role.

3. Create New Role

• Used to create a custom role with specific permissions and access levels.

 

Screen- Roleand Permission Dashboard Screen