Articles on: OneHash CRM | User and Permissions

Role and Role Profile

Role and Role Profile

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

Roles define a set of permissions which can be set from the Role Permissions Manager. The most commonly used roles are already defined in OneHash.

You can use the system with them. If needed, 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 of Sales User.

Role profiles store different roles so that multiple roles can be assigned at once.

Role Profiles act as a template to store and select multiple roles. This role profile can then be assigned to a user. For example, a Sales Supervisor will have the roles Employee, Sales Manager, Sales User, and Sales Master Manager. Role Profiles are useful to assign multiple roles at once when adding multiple employees.

To access Role, go to:

Home > Users and Permissions > Role

1. How to add a Role

Go to the Role list, click on New.
Enter a name for the role.
Choose whether the role has desk access. A role that has desk access can access OneHash modules and the company's documents. The level of access depends on the roles assigned to the user.
Click 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 Role Permissions Manager and set permissions for the role across different DocTypes.

2. How to add a Role Profile

To access Role Profile, go to:

Home > Users and Permissions > Permissions > Role Profile

Go to the Role Profile list, click on New.
Enter a name.
Select the roles you want to assign to this profile.
Click Save.

Updated on: 01/04/2023

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