Role Management
Admin, Maker and Checker roles cannot be edited, However an Admin user can create and edit customised roles within the account to give users specific access to the Sokin portal.
Creating Roles
As an Admin user, to create a customised role follow these steps:
- Select the settings button (gear icon) located in the header.
- Select Role Management.
- Select Create Role.
- Create the role name.
- Choose the options you would like the role to have access to and select Save.
Editing Roles
As an Admin user, to edit a customised role follow these steps:
- Select the settings button (gear icon) located in the header.
- Select Role Management.
- Select the edit button (pencil icon) or delete button (bin icon) of the role you want to modify.
- Select/deselect the options you would like to add or remove from the role.
- Select Update.