How to Create and Edit User Roles in Swil Admin

Process for Creating and Editing User Roles in Swil Admin

How to Create & Modify User Roles in Swil Admin

In this article, we'll discuss the process for creating and editing user roles in Swil Admin, complete with step-by-step instructions. With Swil Admin, users can easily streamline their workflow and maximize efficiency by managing user roles in RetailGraph. Additionally, users can modify existing user roles from anywhere through the Admin portal and give them software access.

Start with login in Swil Admin to initiate the process

  1. Go to the Dashboard & click on the Role option.
Reference image:
Swil Admin Dashboard
  1. After that, you will see all the created user Roles list here.
  2. You can choose any user and make changes to it by Edit option.
  3. To create new user click on the Create New(+) option.
Reference image:
User List Window

How to Edit User Role

  1. A new window of User Role Details will appear.
  2. For example, you want to give Sales Invoice option access to the selected user role.
  3. Click on the sales menu, and then all the options will display on the screen.
Reference image:
User Role Window
  1. If you want to give access of the menu then:
  1. Untick the "No Access" option.
  2. And Tick-mark on the Add, Edit, Delete, Print, Browse, Cancel, Edit(Locked), Print(Locked), Delete(Locked), and Draft options as per required permissions.

  1. If you want to remove access of the menu then:
  1. Tick mark on the "No Accessoption and untick all the other options.
  1. Lastly, Save the window with the given option.
Reference image:
Save Window

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