What is a Custom Role?

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 requirements or individual job functions.


Example: You can create a “Procurement Specialist” custom role that allows users to review vendor details, manage purchase orders, and access item master information. This ensures that procurement staff have the necessary permissions while restricting access to other sensitive areas that are not relevant to their role.


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    • 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 ...

    • 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 ...

    • 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: ...

    • How to Enable/Disable a Role?

      To enable or disable a 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. Toggle the Status: Uwse the toggle switch to enable or disable the role. Example: If you decide to ...

    • How to create a User Group?

      LogIn and Navigate: Log in to your account and go to the Users section. Click on the User Groups tab. Create New Group: Click the Create New Group button. A form will open for you to enter the group details. Enter Group Details: Name: Enter a unique ...