How to create personalized roles for users in Suvit?

You can create multiple roles with the help of role management and manage the access for your users so that they can upload the documents.


Creating personalized roles for users in Suvit

  • For a visual guide, watch this video:

Step 1: Access role management

  • Sign in to Suvit using the Primary account (Main Account).

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  • Click Role Management from the left menu.

Step 2: Create a new role

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  • On the Role Management page, click Create New Role.

Step 3: Configure role settings

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  • Enter a Role Name as per your needs.
  • Enable Full Access to grant complete control over permissions, including viewing, creating, editing, and deleting data. This also allows users to manage company subscriptions and settings.
Note: Granting full access allows users with this role to add and subscribe to companies.

Step 4: Select the role type

  • On the Create Roles page, choose from two role types:
    • Data-Entry Automation
    • GST Automation

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  • Select Data-Entry Automation for data-related tasks.

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  • Select GST Automation for GST-related processes.
  • After choosing the role type, click Create Role.

Step 5: Edit or delete roles

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  • Once created, the role will appear in the Role Management list. You can edit or delete roles as needed learn how to edit a user role Click Here.

Step 6: Assign roles

  • After creating the role, you can assign it to your users and clients.

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