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The Sub-roles feature allows an administrator to combine roles into one without the need of adding locations. By adding sub-roles into a the main role, it combines the roles into one including the permissions set into each rolesrole.
Here are the steps on how to setup set up the Sub-roles:
- Log in as Admin user
- On the user’s menu panel, go to to the System Manager folder then click User Roles
- Select and open a User Role on Search User Roles
- Click the Sub Roles tab
- Click the Add button to open the Add Sub Roles screen where the user can select the roles.
- Select the role/s to be added then click the Open Selected button
- Click the Save button to save the setup
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Here is an example when a user logs in with the role that has sub-roles:
Main Role | Sub Role | Result Displayed in User |
---|---|---|
Sales The sales menu is unchecked | Sales The sales menu is checked | Sales The sales menu will be availableunavailable |
Sales menu permission is 'No Access' | Full access | Sales The sales menu will not be available |
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