DPO: Create User Roles

The "User Roles" section allows you to define and manage various user roles, including User and Administrator. These roles can then be assigned to individual users within this section.

Setting Up Alternative User Roles in DPO

Currently, when adding users to DPO, you will have the option to either assign an Admin role or a User role.  

You can also create custom user roles to grant specific capabilities. For example, if you want an individual to have access to certain administrative functions—such as adding users, creating departments, or uploading vendors—while restricting access to other parts of the admin section, you can achieve this through tailored role settings.

To do this:

1. Go to Admin > User Roles and create a new user role, i.e., "Account's Assistant."
2. In the Authorizations tab, navigate to the Administration section and select 'Yes' for the 'Is Administrator' option. This action will enable the admin feature in the top right corner of the screen.
3. In the General Administration section, you can specify the necessary access levels for users, such as 'Read & Write' permissions in the suppliers dropdown menu.
4. In the Departments section, you can grant 'Read & Write' access, enabling users to create new departments. Additionally, within the User Management area, you can configure specific permissions that dictate their ability to add users and modify their respective roles and capabilities.
   1. 💡 Tip: Hovering over the information icon will show you what each access includes.
5. After configuring the access settings, assign the newly created role to the user by navigating to Admin > Users. Click the pencil icon next to the user's name, open the roles drop-down menu, and select the newly defined role.
6. Once the user logs in and goes to the Administration section, they will then see the access you have created for them as shown below: