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How to Create a System Role?

System Roles created in the Salesfuse application let you define access privileges for the user. To understand it in a better way, we can say that a system role is a set of permissions grouped so that it can be associated with a user.

It helps to create a System Role prior to creating a User since you will need to assign a System Role for each User.

  1. Upon landing on the Home screen, navigate to the left-hand menu.
  2. From the list of options available, hover on the System Roles icon. This reveals a further list of options.
  3. Click Create System Role from these options. This opens the Salesfuse Role Creation Wizard.
  1. Here, enter the name of the role in the “Name of System Role” field.
  1. Select the modules you want to enable for the role you are creating from the “Select menus and features available to this role” dropdown.
  1. Once the required features are selected, click the Save Role button. Confirm Save Changes and you should see “Role Created Successfully” at the top. The saved role should be displayed in the Roles list.

Updated on April 10, 2023

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