1 . View List of Roles

• Login as Organization Admin.
• Go to Admin Panel → Roles.
• The system will display all roles with: 

1. Role Name
2. Description
3. Number of Assigned Reports
4. Action buttons: Edit / Delete

2 . Create a New Role

• Click Add Role.
• Fill in the required fields:
• Role Name (e.g., Report Viewer, Analyst, Company Admin)
• Description (short note about role access)
• Select permissions for reports:
• Each report has options View and Export.
• You may select all reports or only specific ones.
• Reports are grouped under sections like:

1. Accounting
2. Sales & Outstanding
3. Financial Reports
4. Navigation Reports
5. Other Reports
   
   

Step 3 – Edit or Update Role Access

• In the Roles list, click the Edit (pencil icon) for the desired role.
• Update report permissions (enable/disable View/Export).
• Save the changes.

Step 4 – Assign Role to Users

• Roles can be assigned when creating a user or later from the Users list.
• For each company mapped to the user, select the Role (e.g., Company Admin, Basic User).
• A user can have different roles for different companies.
  
  

Step 5 – View Role Details

• From the Roles list, click on a role name to open details.
• The Role Details page shows:
• Reports Assigned (with View/Export rights)
• Users Assigned (list of users who have this role)
• Companies Assigned (linked to the role)