Roles & Permissions

Section: HR & Workforce
URL: /admin/roles
Page title: (2) Toate rolurile

Overview

Roles bundle permissions — assign roles to staff to control which modules and actions they can access.

Business value

Bundles of permissions assigned to staff — "Sales Rep", "AR Clerk", "Warehouse Operator" etc. The right balance of "least privilege" for security with "enough access" for productivity.

• Who uses it: IT admin, security, HR, executives
• Key benefit: Strong access control without permission-fatigue admin work.

Typical use cases:

• Sales Rep role — read clients, write quotes/leads, no finance
• AR Clerk role — full invoicing, no client-edit
• Audit role — read-only across the whole platform

At a glance

Accessing this module

From the admin sidebar, navigate to Roles & Permissions, or open the URL directly:

/admin/roles

List view

The list view shows existing roles & permissions records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Roles & Permissions from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/roles