How to Assign Permissions to a Role

Step-by-Step Guide: How to Assign Permissions to a Role

Step 1 — Open Roles Tab

Step 2 — Select a Role

Examples:

• Admin
• Supervisor
• Auditor
• User

Step 3 — Click “Edit Permissions”

Step 4 — Configure Modules

You may configure:

• Tasks
• Reports
• Issues
• Actions
• Templates
• Settings

Step 5 — Configure Permission Types

Enable or disable:

• Read
• Write
• Approve
• Admin

Step 6 — Review Changes Carefully

Always verify:

• Operational visibility
• Approval routing
• Dashboard access
• Workflow permissions

Step 7 — Click “Save Changes”

Best Practices
1. Apply least privilege access
2. Test changes before full deployment
3. Maintain standardized permission structures