Quick Start Guide: Role-Based Access Control (RBAC)

Step 1: Access the Admin Console

• Log in to your account with admin privileges.
• Navigate to Admin > Roles & Permissions.

Step 2: Create a New Role

• Click Add New Role.
• Enter a clear role name (e.g., Sales Manager, Support Agent).
• Add a brief description for clarity.

Step 3: Assign Permissions

• Select the permissions this role should have (e.g., view reports, edit customer data).
• Use checkboxes or toggles to customize access levels.

Step 4: Assign Users to Roles

• Go to Admin > Users.
• Select a user and click Assign Roles.
• Choose one or more roles for the user.
• Save changes.

Step 5: Verify Access

• Have the user log out and log back in.
• Confirm the user’s access matches their assigned permissions.

Tips:

• Start with one or two roles and expand as needed.
• Use the principle of least privilege: assign only necessary permissions.
• Regularly review roles and user assignments.
• Need help? Contact Support or your account manager anytime.