Manage Roles

users have roles that grant them the ability to take action different users have different grants accessible to them these grants depend on the level of hierarchy they are on in the organization and allow the users to take actions on applications in bulk the customers can create and manage roles for all the users in this ecosystem they will also be able to introduce their unique roles which will have their own set of grants/permissions this feature will allow customers to introduce their organizational hierarchy this feature includes actions such as creating new roles, editing existing roles, and deleting roles creating a role requires the following details role name what level does the role belong to (level 1 is the highest of all levels) the set of grants assigned to this role the manage roles section can be seen by only those roles that have the 'view roles' grant enabled and it can be modified by those who have the 'create/edit/delete roles' grant enabled creating a new role click on '+new role' enter the title of the role and select the level from the dropdown select the grants accessible to this role by enabling the toggles click on 'create' list of available grants create/edit/delete rms the user can create, edit and delete the rms view all rms the user can view all the rms view roles the user can view all the roles create/edit/delete roles the user has the access to create, edit and delete the roles assignment of roles the user can assign roles to the rms reassignment of leads the user has the access to reassign the leads reassignment of applications the user has the access to reassign the applications view all rms under the user can view all the rms under them view onboardings the user can view the onboardings editing an existing role click on the 'edit' icon beside the existing role that needs to be modified/edited here change the title and level if required enable/disable the grants as required click on 'update' deleting an existing role click on the 'delete' icon beside the existing role that needs to be modified/edited select the role that should be applied to all the managers having that role from the dropdown click on 'update and delete' getting help please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better you can reach out to us at