Roles & Permissions

Why It Matters

Assigning permissions to roles ensures users only access what they need. This simplifies security and management using Role-Based Access Control (RBAC).

1. Step 1: Navigate to Roles
   On the left sidebar, click Roles.
   You’ll see a list of all existing roles.
   To create a new role, click Create Role.
2. Step 2: View Available Modules
   Once inside the role creation screen, you'll see different permission modules, such as:
   • Components
   • Pages
   • Websites
   • Schemas
   • Data Records
   • User Profile
   • Admin
   • System
   Each module represents a feature of your platform that can be controlled via permissions.
3. Step 3: Expand a Module
   Click the dropdown arrow beside any module to expand it.
   Inside, you’ll find actions that can be enabled or disabled for that role, such as:
   • Create
   • Read/View
   • Update/Edit
   • Delete
   • Manage
4. Step 4: Select Permissions
   Tick the checkboxes next to the permissions you want to allow under each module.
   Example for Data Records:
   • ✅ View
   • ✅ Create
   • ❌ Delete
   This ensures users in that role can only view and create records, but not delete them.
5. Step 5: Scroll and Configure All Relevant Modules
   Go through each section (Schemas, User Profile, etc.).
   Assign only the permissions needed for the role.
6. Step 6: Click “Create Role”
   After assigning permissions, scroll to the bottom.
   Click Create Role to save and activate it.