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The Role Management section in the MSPbots app is where admins can: 

  1. Create roles that will be assigned to users in User Management 

  2. Assign the permissions for each role

  3. Delete or edit existing roles

To create a role in Roles Management: 

Creating New Roles in MSPbots

<Description of the role management here> 

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  1. Go to Settings on the Menu and select Role Management.

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  1. On the Role Management page, click the Add button to add

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  1. a role. 
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    You may Option to View existing role is also available.

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  1. On the Add

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  1. screen, provide the following:

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    • Unique Role name

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    • Remarks as a descriptive name for the new

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    • role 

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    • Menu Scope you want to grant to the new

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    • role 

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    • Data Scope you want to grant to the new role
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  1. Click the Confirm button to save the changes.