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1. Open the MSPbots app and go to Settings > Role Management.
   
   
   
2. On the Role Management screen, click the Add button to add a role. 
   
3. In the Add window, provide the following:
   • Name - Enter a unique role name.
   • Remarks - Remarks to describe the role. 
     
     
4. Dashboard Only - You can create default Dashboard Only roles with different asset scopes for the Dashboard Only menu scope by toggling the switch.
   • When you turn on the "Dashboard Only" switch, the Menu Scope will automatically be filled in as "Dashboard Only" and cannot be modified.
   • Assets related to dashboards will be automatically added in the Asset Scope. You only need to adjust the asset scope based on your actual needs. By assigning different asset scopes to every "Dashboard Only" role, you can precisely control the assets that each user can access based on their needs and permission levels. This ensures that each user can only view and handle dashboard assets related to their work.
     
     
5. Attendance Only - You can create default Attendance Only roles with different asset scopes for the Attendance Only menu scope by toggling the switch. 
   • When you turn on the "Attendance Only" switch, the Menu Scope will automatically be filled in as "Attendance Only" and cannot be modified.
   • Assets related to attendance will be automatically added in the Asset Scope. You only need to adjust the asset scope based on your actual needs. By assigning different asset scopes to every "Attendance Only" role, you can precisely control the assets that each user can access based on their needs and permission levels. This ensures that each user can only view and handle attendance assets related to their work.  
     
     

     Note
     The "Attendance Only" switch is similar to the "Dashboard Only" switch, and these two switches are mutually exclusive, meaning you can only select one at a time or not select either one. You can edit the "Dashboard Only" and "Attendance Only" switches when creating a new role, but they are disabled when editing existing roles.

     
     
6. Next in the Add window, click Menu Scope and select the sections in the MSPbots app that the role can access.  
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7. Next, click Assets Scope and select the assets that will be accessible to the role.
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   For example, select Widgets to add it to the assets that will be available for the role. To add more assets to the widgets list, 
   1. Click . This will open the Assets Permission window. 
      
      
   2. In the Assets Permission window, select the additional assets that the role can access. 
      
   3. Click Add Selected.
      
      Repeat to add more items to other assets like Datasets and Scorecards. 
      
      

      Tip

      You can add assets including all custom and template assets of the tenant. Adding a dashboard automatically adds all of the widgets and datasets included in the board. You do not need to set up these widgets or datasets again, and you will be able to access them directly. Adding a widget automatically adds the datasets included in it. You do not need to set the datasets again, and you will also be able to access them directly.

8. Click the Confirm button to save the changes. 
   
   

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