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Adding a New Role

Dashboard → Administer → User management → Roles   Webhuk gives you fair amount of free hand in terms of your own definition of Users and therefore,

K. Romeo
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Adding a New Role
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Adding a New Role

Dashboard  Administer  User management  Roles

 

Webhuk gives you fair amount of free hand in terms of your own definition of Users and therefore, comes up with only TWO default user types or roles:

 

  1. Authenticated User
  2. Anonymous User.

 

A fresh instance of your Dashboard, will have these two users listed and an empty text box with a

 

“Add Role” button.

 

  1. Click on Add Role Button
  2. Name your Role type and click Add

 

you can add as many roles as required, there is no upper limit

 

Note:  it is always advisable to have the names similar either to the Hierarchy or to the user’s functional roles
For Eg: a Sales Director should typically be in a role named ‘directors’ or Sales Team should be in role names “sales”
 
Once you have successfully added desired number of User Roles, you would see your list growing.
 
Webhuk sorts your list alphabetically automatically.
 
The list is divided in two columns of Names and Operations
 

Operations column is further divide in Editing and Permissions

 

Editing gives you an opportunity to either Delete or Rename your Roles

 

 

 


About the author
K. Romeo writes practical ERP and operational workflow guides for SMEs in trading, retail, and multi-branch businesses. The focus is always the same: reduce manual work, increase visibility, and protect margin.