Role and Role Profile

A Role defines the permissions for accessing various documents in ActiveBooks.

What is a Role? - You can define a set of permissions for a role using 'Role Permission Manager'.

- Roles are already defined in ActiveBooks. - If you want you can add more roles. - For example, if you assign the Sales User role to a user, they'll be able to access documents like Quotations and Sales Orders since the permissions are already set for the role Sales User.

What is a Role Profile? - It act as a template to store and select multiple roles. - So you can assign multiple roles at once. - A role profile can be assigned to a specific user.

You can access role via: Users > Reports and Masters > User or Type 'User List' in search bar

1.How to add a new Role in ActiveBooks? Follow the step by step process given below:

1. Go to the Role list, click on New.

2. Enter a name for the Role.

3. Choose whether the Role has desk access. A role that has desk access can access ActiveBooks modules and the company's documents. The level of access depends on the roles assigned to the user.

4. Save.

• You can add two factor authentication for the role and also restrict it to a specific domain.

• From here, you can go to the Roles Permission Manager and set permissions for the role across different DocTypes.

2. How to add a Role Profile in ActiveBooks?

You can access Role Profile via: Users > Reports and Masters > Role Profile or Type 'Role Profile List' in search bar

Follow the step by step process given below to create role profile:

1. Go to the Role Profile list, click on New.

2. Enter a name.

3. Select the roles you want to assign to this profile.

4. Save.