How to create personalized roles for clients in Suvit?
You can create multiple roles with the help of role management and manage the access for your clients so that they can upload the documents.
How to Create Personalized Roles for Clients in Suvit?
Step 1: Sign In
- Sign in to Suvit with the Primary account (Main Account).
- For a visual guide, watch this video:
Step 2: Access Role Management
- Click on Role Management from the left menu.
Step 3: Create a New Role
- On the Role Management page, click on Create New Role.
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On the Create Roles page:
- Role Type: We offer two default role types: Users and Clients. If you're creating a role for a client, select Client. If for a user, select User.
- Role Name: Choose a name for the role according to your requirements.
- Menu Permissions: Select the menu permissions you want to provide for that particular role.
- Once configured, click on Create Role.
Note: If you grant full access, the user assigned this role can add and subscribe to companies.
Step 5: Edit or Delete Roles
- After creating the role, it will appear in the list on the Role Management page. You can edit or delete roles as needed.
Step 6: Assign Roles
- Now, you are ready to assign roles to your users and clients.
For more information:
