How To Create User Roles

User roles define what each user can access and do within the system.

Follow these steps to create a new role:

1. Go to the Roles page from the sidebar menu.
2. Click on “Create Role” or “New Role”.
3. In the form:
   Enter a name for the role (e.g., Supervisor, Accountant, Agent).
   The Guard Name (e.g., instance_user) is usually set automatically. Leave it as is unless advised otherwise.
4. Under the permissions section:
   Switch between Resources, Pages, Widgets, and Custom Permissions tabs.
   Tick the boxes next to the permissions you want to assign (e.g., view_any, create, update).
   Optionally, click Select All to grant full access across all areas.
5. Click Create to save the role.