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--- erp-manual:cloud:settings:roles [2020/04/17 05:40]
krishnad created
+++ erp-manual:cloud:settings:roles [2024/05/01 06:31] (current)
Varun Nagrecha
@@ Line 1: / Line 1: @@
  ====== Roles Master ======
-   *  To access Setup Roles / Permissions, Go in Settings and select "Setup Roles / Permissions" or click on the icon of Setup Roles / Permissions.
+ ===== Start ======
- =====After the screen opens=====
+  * Click on Setup Roles/Permissions Menu and then click on Create New button
-{{ erp-manual:cloud:settings:searchscreen.png?500 }}
-   * By clicking on the button Create Roles, the Location is created and the screen of Roles is opened.
-   * In the screen, Roles Name , Roles Description has to be added.
-{{ erp-manual:cloud:settings:fullscreen.png?500 }}
+ ===== Components of Roles Master =====
+  * Header
+  * Assigned Permission Tags
+  * Assigned Privilages
+  * Save Document
+ ===== Header =====
+{{popup<erp-manual:cloud:sales:soheaderview.png?400}}
+**Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required:
+    * **Role Name**: Provide the name of the role.
+    * **Role Description**: Provide description of the role.
+{{popup<erp-manual:cloud:sales:soheaderedit.png?400}}
+**Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
+ ===== Assigned Permission Tags =====
    * In the assigned permission tags section, a specific section or report or any thing else is seen only in to that particular role.
 {{ erp-manual:cloud:settings:PermissionTag.png?500 }}
-   * In assigned privileges section, When clicked on add new or press on Ctrl + a. If pressed Shift + * then Document Type option can be seen in the drop down list. In that select the document type and select the necessary privilege to be given to that role for that particular document type.
+ ===== Assigned Privileges =====
+   * In assigned privileges section, When clicked on add new, a popup is opened .
+   * Select the document type for which privileges to be added.
+   * select the necessary privilege to be given to that role for that particular document type.
 {{ erp-manual:cloud:settings:Privilege.png?500 }}
 {{ erp-manual:cloud:settings:AssignPrivilege.png?500 }}
-   * To save the roles, click on Save Changes or press ctrl + s. Then the roles will be saved.
+===== Save the Document =====
+After all changes are done, it is necessary to Save the Document, by clicking the button "Save Document", If this is new Document, system will assign the Document ID and Code after it is saved for the first time.

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