Role List & Actions
View all roles, update their details, enable or disable them, and open their permissions.
The Role List shows every role in the system with its description and creation date, and is where roles are managed.
1_-_Role_list.jpg
Role List Columns
| Column | Description |
|---|---|
| SL No. | Row number in the list |
| Name | Role name |
| Created On | Date the role was created |
| Description | Summary of what the role is for |
| Action | Delete, enable or disable, and Edit Permission controls |
Available Actions
| Action | Description |
|---|---|
| Delete | Removes the role from the list |
| Toggle | Enables or disables the role |
| Edit Permission | Opens the permission tree for that role |
How to Edit a Role
- Locate the role in the Role List.
- Open the role for editing.
- Update the Name and Description.
- Click Update.
3_-_Edit_Role_names.jpg
How to Enable or Disable a Role
Use the toggle in the Action column. A disabled role stays in the list but is not active.
How to Open Role Permissions
Click Edit Permission in the Action column to open the permission tree for that role.
Disable a role that is no longer in use rather than deleting it. Disabling keeps the record and its permission settings intact.
The Role List shows every role in the system with its description and creation date, and is where roles are managed.
3.1_-_Edit_permissions.jpg
Role List Columns
| Column | Description |
|---|---|
| SL No. | Row number in the list |
| Name | Role name |
| Created On | Date the role was created |
| Description | Summary of what the role is for |
| Action | Delete, enable or disable, and Edit Permission controls |
Available Actions
| Action | Description |
|---|---|
| Delete | Removes the role from the list |
| Toggle | Enables or disables the role |
| Edit Permission | Opens the permission tree for that role |
How to Edit a Role
- Locate the role in the Role List.
- Open the role for editing.
- Update the Name and Description.
- Click Update.
[Image: Edit Role modal]
How to Enable or Disable a Role
Use the toggle in the Action column. A disabled role stays in the list but is not active.
How to Open Role Permissions
Click Edit Permission in the Action column to open the permission tree for that role.
Disable a role that is no longer in use rather than deleting it. Disabling keeps the record and its permission settings intact.