Roles and Permissions Management

Roles and Permissions Management

This article demonstrates how to:
  1. Create a Role
  2. Assign Permissions
  3. Delete a Role
To access this module:
Log into your account, open the Users and Roles(IAM) Module

How to Create a Role

  1. Click on Access Management and then on Roles
  2. Click on Add Role at the top right of the page and fill the form as prompted
    1. Role Name: Enter the name of the role. For example, Executive Committee
    2. Clone Role: Select the role you want to clone, if you don't want to clone any role. Leave it blank.
    3. Role Description - Brief description of the role
    4. Click on Create Role.
    5. Proceed and assign permissions to the role

How to Assign Permissions to a Role

  1. Click on the edit icon on the roles list.
  2. You will view a list of permissions grouped into different categories. Click on the toggle button to activate and deactivate permissions. If the toggle button is blue it is active, if it is grey it is inactive. Click on the various checkbox to activate different permissions. as shown below:
  3. Once you have activated all the permissions as desired. Click on Update Permissions to save the permissions.

How to Delete a Role

  1. Click on the Delete icon next to the role on the role listing

    • Related Articles

    • How to Create and Manage Sales Representatives

      To add Sales Representatives to the system, follow the steps below: Step A: Create Users in IAM Follow the steps in the manual below on how to create a roles and assign to users. roles-and-permissions-management If the users do not exist, create ...

    • How to create a Web User and Assign Roles

      Log into your account, open the Users and Roles(IAM) Module Click on Access Management and then on Users Click on Add Web User Enter the following details: Select the Role(s) to assign to the user Select Label: Sales Rep -If the user is a sales ...

    • How to Issue a Loan Rebate - Guide

      Step 1 - Logging in to Presta Loan Management Account Login at https://accounts.presta.co.ke/ and choose Presta (Loan Management) Step 2 - Navigate to Loan to Issue Rebate Once you are in Presta (Loan Management) select loans and choose "All Loans" ...

    • How to Reset Password

      1. Go to User and Roles(IAM) Utility 2. Click on Users on the navigation bar OR on view users 3. Search for the client and click on the edit button 4. On the user's profile, click on Reset Credentials and then on Reset Password

    • Delete Customer

      You can choose to remove a customer from the system or disable them from borrowing. To disable them from borrowing Click on the 'customers' dropdown as shown below Search for the customer Click on the Edit button as shown below. Uncheck the Approved ...