Set up and manage role-based permission groups

Set up and manage role-based permission groups

Establishing clear boundaries and responsibilities within your team is a cornerstone of secure and efficient system management. The “Role-Based Access Permissions in WarrantyHub” guide is crafted to assist you in defining and implementing these critical parameters. It enables you to assign specific access levels to team members based on their roles, ensuring a structured approach to data handling and task execution while safeguarding sensitive information within your platform.

Set up Permission Groups

  1. Go to Settings, select Manage Users.
  2. Here, you’ll see a list of current team members and their roles.
  3. Select Add Role.
  4. To edit an existing role, click the edit icon (pencil) next to the user role you want to modify.


Configure User Permissions

  1. In the user role window, you’ll need to define the permissions for the role.
    1. Role Name: Enter a name for the role (e.g., Sales Manager, Service Technician).
    2. Role Description: Provide a brief description of the role and its permissions within the system.
  2. Set permissions for various sections and actions within the system by checking the appropriate boxes.
    1. Read: Members can view information.
    2. Edit: Members can modify existing information.
    3. Create: Members can add new information.
  3. Save.

Assign Members to Roles

  1. After creating a user role, you can assign team members to these groups.
  2. Go to Manage Users, select Add User or edit an existing member, and assign them to the newly created role.