Roles Administration

The "Roles Administration" interface allows users to create, manage, and assign roles to individuals within the system. These roles can be further used for assigning responsibilities such as Author, Reviewer, or Approver for specific documents on the "Documents" page. This functionality provides centralized control over role assignments and facilitates document workflow management.

1. Creating a New Role:

   • Enter the desired role name in the "New Role" input field.

   • Click "ADD NEW ROLE" to save the role. The new role will appear in the table below.

2. Deleting a Role:

   • Locate the role in the table.

   • Click the trash icon in the "Delete" column to remove the role.

3. Reassigning Document Roles:

   • Click the "REASSIGN DOCUMENTS ROLES" button.

   • Follow the subsequent prompts to reassign roles associated with specific documents.

4. Exporting Roles:

   • Click "EXPORT TO CSV" to download the list of roles as a CSV file.