How to create, edit and delete roles

This article will cover how to

Create a role
Edit a role
Delete a role

A role is a combination of permissions, that is allocated to a user. This helps a company restrict specific actions / access to an employee.

Note : To create, edit and delete role you will need to have following Permission.

Permission : Setting >> Role Permission : Yes

Open the sidebar menu, click on Settings, navigate to the Role / Permission Setting tab, and select Roles.

To Create a Role Click on the +Add Button at the right side.

Clicking the Add button will open a pop-up form where you can create a role.

Role name: Enter the name for the role
Add user: Select user to whom you want to assign that role

Note : Don't forget to click on Save button to save the question and add it to the predefined list.

Edit a Role

To edit or update the role click on the Pencil icon under the Action Column.

Clicking on the Pencil icon opens a popup form displaying the details of role.

Update the Role name, Add / Remove user as needed.

Note : Don't forget to click on Submit button to update the question.

Delete a Role

A Role might need to be deleted due to several reasons

To delete a Pre screening question Click on the Trash Bin Icon under the action column.

Clicking the Trash Bin icon triggers a confirmation pop-up with options to Cancel or Yes Delete the role. Selecting Yes Delete removes the role, while Cancel keeps it unchanged.