How to Enable/Disable a Role?

How to Enable/Disable a Role?

To enable or disable a role, follow these steps:

  1. Log In: Log in to your account and navigate to the Users section.

  2. Go to Roles: Click on the Roles tab.

  3. Toggle the Status: Uwse the toggle switch to enable or disable the role.

Example: If you decide to disable the “Invoice Reviewer” role, all users assigned to this role will lose their permissions to review invoices until the role is re-enabled.


    • Related Articles

    • What is a System Role?

      A System Role is a set of predefined permissions in the procure-to-pay system. It helps manage user access based on common organisational tasks, making it easy for users to perform their duties without complex setups. Key Points: Fixed Permissions: ...
    • What is a Custom Role?

      A Custom Role is a set of tailored permissions that meets specific needs within your organisation, beyond what standard system roles offer. These roles give administrators the flexibility to define unique access levels based on department ...
    • How to create a Custom Role?

      To create a custom role, follow these steps: Log In: Log in to your account and navigate to the Users section. Go to Roles: Click on the Roles tab or section. Create New Role: Click on the "Create Role" button. Fill in Role Details: Name: Enter a ...
    • Frequently Asked Questions

      What are the implications of disabling a role? When you disable a system role, all users assigned to that role will lose the permissions associated with it. This means they will not be able to perform any tasks or access any features that were ...
    • What are Custom Permissions?

      Custom Permissions allow you to assign specific access rights directly to a user group without the need to create a custom role or use a predefined system role. This flexibility enables you to tailor the permissions based on the unique needs of the ...