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Adding Roles

This guide will walk you through creating admin roles and defining permissions in Clava.

Updated over 2 weeks ago

Navigation: Settings > Roles.


Adding a New Role

  • Click the button "Add new+"

  • Title: Give your role a clear name, for example, "Head Office Admin."

  • Permissions: You have two options for assigning permissions:

    1. Full Access: Grant access to all areas of the admin panel by clicking "Allow All Permissions as 'Full Access'."

    2. Custom Permissions: Define specific permissions for more granular control.

      • Each section of the admin panel has three permission levels:

        • No Access: Users won't see or interact with this section.

        • View Only Access: Users can see information but can't make changes.

        • Full Access: Users can see information and make changes.

      • Review each section and choose the appropriate permission level for your role.

  • Saving Your Role: Once you've finished specifying permissions, click the "Save" button to create the role.

Additional Tips

  • Start with the "Full Access" option if you're unsure about specific permissions. Then, gradually restrict access as needed.

  • Consider creating multiple roles with different permission levels to match different user needs within your business.

  • Review your roles regularly to ensure they reflect current user responsibilities.

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