Add a New Role
You can create different roles in Casolve for your team members and assign them specific permissions to use the system.
To add a new role, follow the steps given below:
1. Navigate to Team Members.
The Team Members page is displayed.
2. Select the Role tab.
The Roles page is displayed.
3. Click on the Add Role button.
The Add New Role dialog is displayed.
4. Enter the name of the role in the Role Name field.
5. Depending on the action the role needs to do, you can grant permission by using the enable or disable toggle buttons in Create/View/Edit/Delete columns to grant suitable permission for various modules within the system like Contacts, Tasks, Calendar, Documents, Commissions, Agreements, Accounting, Cases, Settings, and Team. Simply toggle the button to enable or disable permission to a module within Casolve.
Note:
- The settings for Permission Names for all the features are enabled by default.
- The settings for History Permission are disabled for all features except View.
7. Click Add Role.
The new role will be successfully added.
