Introduction
Every organization has unique operational needs. Keka gives you the flexibility to create custom roles and assign specific permissions based on job responsibilities. This helps control user access across modules and ensures data security.
Create a New Role
Click the Global Settings icon located at the top-right corner of your screen.
Go to the Roles and Permissions section.
Click on the +Add Role button.
Define Role Details and Permissions
Enter the Role Name and provide a Brief Description of its purpose.
Under various Permission categories, check the boxes to:
Select the features the role can access
Define the level of access (view, create, edit, delete)
After configuring the permissions, click Save to create the role.
Your custom role is now available and can be assigned to users as needed.
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