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All Collection Client and User Management How to create personalized roles in Suvit?

How to create personalized roles in Suvit?

You can create multiple roles with the help of role management and manage the modules your Users can work in.

Sign in to Suvit with the Primary account (Main Account)

Click on Role Management from the left menu, then click on "Create New Role".
On the Role Management page, click on Create New Role

On Create Roles page
We are providing two default types: Data-Entry Automation and GST Automation. If you are creating a role for Data-Entry Automation,select Data-Entry Automation, and if for GST Automation, click on GST Automation.

Role name: You can name the Role according to your requirement. Next step is to select the menu permissions that you wish to provide to that particular role.

And click on create role

**Note**: If you give full access using this option, user who gets this role can add and subscribe company.

Now, You are ready to assign Roles to your Users and Clients.

To know how to edit the role of the user Click here.

How to add User Click here.