How to Create a Role

Introduction #

Managing user roles is essential for maintaining a structured and secure ERP environment. This guide will take you through the steps needed to create a new role in the Cosmic ERP User Management module.

Prerequisites #

There are no prerequisites for creating a role in Cosmic ERP.

Steps to Create a Role #

1. Login to Cosmic ERP
   • Enter your credentials and click the login button.
2. Navigate to User Management
   • After logging in, locate and click on ‘User Management’ from the main menu.
3. Access Role Section
   • In the User Management module, click on ‘Role’.
4. Initiate Role Creation
   • Click on the ‘create’ button to start creating a new role.
5. Enter Role Details
   • Name: Enter the name of the new role.
6. Set Project Permissions
   • Click on ‘project’ and select the required permissions for the role related to the project.
7. Save the New Role
   • Click on the ‘create’ button to save the new role details.

Conclusion #

Creating a new role in Cosmic ERP is a simple process that allows you to define and manage user permissions effectively. By following these steps, you can ensure that users have the appropriate access levels required for their tasks.