Roles

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

1. Log in to the LocalPayment Panel.
2. Navigate to the Configurations module.
3. Click on Clients section.
4. Click on the Edit option.
5. In the header menu, select Roles, make sure that you are in the Custom tab.
6. Click on ADD ROLE.

📘

Info

The Type field will always be set to External and be disabled.

7. Enter the Name you wish to assign to the role. This field is required, and the name should be unique.
8. Add a Description of the new role; this field is required.
9. 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.
10. 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.