DSuite

Add New Role in DSuite: Step-by-Step Guide

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Role Management in DSuite allows administrators to define what users can see and do within an organization. Using roles helps maintain security, control access, and manage responsibilities efficiently.

Admin – Full control over settings, users, and data

User – Limited access based on granted permissions

Step 1: Log into your Dsuite Account.

Step 2: Click on the “Directory” on the left-hand side of the Dashboard.

Step 3: Click on the “Roles” under Directory Tab as shown below.

Step 4: Click on “Add new role” on the top right-hand side.

Step 5: Add “role name”, Clear description.
For example: – We have added Role name as “HR Executive” and Role Description as “Manages employee accounts and profiles without access to system or billing settings”

Step 6: Click on “Create Role” the role will be created.
Image attached below for your reference.

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