Role Management in MSPbots

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

• Create roles that will be assigned to users in User Management 

• Assign the scope of access for each role

• Give access to specific apps

• Delete or edit existing roles

To create a role in Roles Management: 

1. Go to Settings on the Menu and select Role Management.
   
2. On the Role Management page, click the Add button to add a role. 
   
   Note: You may view the scope of an existing role by clicking the View link. 
   
   
3. On the Add screen, provide the following:
   • Unique role name
   • Remarks to describe the role 
   • Menu Scope - Select menu items which the role will have access. 
   • Data Scope - Select the data that will be accessible to the role. 
     
4. Click the Confirm button to save the changes. 

To edit or delete roles, search for the role and click Edit or Delete under the Action column. Important: You can only edit and delete the roles that you created.