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Managing roles and permissions

DocIntel offers an easy and convenient way to manage permissions by creating roles for groups of users. By doing this, you can effortlessly grant or revoke permission for the entire group all at once instead of individually.

To create, update, delete roles and also add or remove members, you will need special permission. If the buttons and links mentioned in the documentation aren’t visible to you, please check that you have the requisite level of permission for those actions.

Creating a role

To create a role, follow the steps below:

  1. Click on Administation then Role in the left sidebar,
  2. Click on Create button on the top right,
  3. Fill out the details, including a name and a description,
  4. Select the permissions you want to grant,
  5. Click on Create button.

Updating a role

To update a role, follow the steps below:

  1. Click on Administation then Role in the left sidebar,
  2. Select the role you want to edit by clicking on the role name in the table,
  3. Click on Edit button on the top right,
  4. Edit the details, including a name and a description,
  5. Select the permissions you want to grant or revoke,
  6. Click on Save button.

Removing a role

To remove a role, follow the steps below:

  1. Click on Administation then Role in the left sidebar,
  2. Select the role you want to edit by clicking on the role name in the table,
  3. Click on Delete button on the top right,
  4. Confirm that you want to remove the role by clicking the Yes, delete! button.

Adding a member

To add a member to a role, follow the steps below:

  1. Click on Administation then Role in the left sidebar,
  2. Select the role you want to edit by clicking on the role name in the table,
  3. On the panel in the right side bar, select the user to add,
  4. Click on Add button.

Removing a member

To remove a member from a role, follow the steps below:

  1. Click on Administation then Role in the left sidebar,
  2. Select the role you want to edit by clicking on the role name in the table,
  3. Find the user in the table,
  4. Click on Remove link in user’s row.