The Sub-roles feature allows an administrator to combine roles into one without the need of adding locations. By adding sub-roles into the main role, it combines the roles into one including the permissions set into each role.

Here are the steps on how to set up the Sub-roles:

  1. Log in as Admin user
  2. On the user’s menu panel, go to the System Manager folder then click User Roles
  3. Select and open a User Role on Search User Roles
  4. Click the Sub Roles tab
  5. Click the Add button to open the Add Sub Roles screen where the user can select the roles. 
  6. Select the role/s to be added then click the Open Selected button
  7. Click the Save button to save the setup

Note: The Open button in the Sub Roles tab helps the admin to easily view the Sub Role screen if there is a need to modify the sub role preferences.

Here is an example when a user logs in with the role that has sub-roles:

Main RoleSub RoleResult Displayed in User
Sales menu is uncheckedSales menu is checkedSales menu will be available
Sales menu permission is 'No Access'Full accessSales menu will not be available
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