Roles
You can establish personalized user roles to suit your merchant's needs.
This guide will walk you through the steps to create new roles in your Panel.
Prerequisites
- Access to the Localpayment Dashboard with a user with permission on this section.
Steps to create a new Role
- Log in to the LocalPayment Panel.
- Navigate to the Configurations module.
- Click on Clients section.
- Click on the Edit option.
- In the header menu, select Roles, make sure that you are in the Custom tab.
- Click on ADD ROLE.
Info
The Type field will always be set to External and be disabled.
- Enter the Name you wish to assign to the role. This field is required, and the name should be unique.
- Add a Description of the new role; this field is required.
- Select the permissions of the role. It is required to select at least one permission; while assigning them, you can hover your cursor over each permission to obtain additional information.
- Save the changes. The role will now be available to be assigned to your users.
Additional Tips
- If you no longer need a role, you can remove it from the list by selecting it and clicking Delete icon. Before eliminating a role, verify that it is not related with any users.
Updated about 1 month ago