Manage Roles
📌 Manage roles and set appropriate permissions.
Manage roles and permissions to limit access to the portal modules and module functionalities by following these steps:
Remember:
Only an Administrator can set the appropriate permissions.
- Click Manage Roles inside the Users module.
- The Module Access column allows you to grant permission to view a module.
The list of available modules is as follows:
| Modules | Description |
|---|---|
| Editor | The module to edit the verification flows' content, branding, and colours. |
| Remote Verify | This module will send out verifications, which the users can complete in their own time without assistance. This enables the portal user to create the transaction remotely. |
| User Management | This module allows you to manage, add, delete, and edit users and roles within the system. |
| Reports | View analytics and reports for both completed and incomplete transactions. |
| Developer | This module gives access to the API integration settings, such as the API key, and to the developer documentation. |
| Repository | This module allows you to view and manage completed verifications and results, including those passed (Status Completed-Pass) and those flagged and raised for attention (Status Completed-Flagged). |
| Support | This module gives IDVerse's Jira service desk access for submitting support requests. |
| Settings | This module gives access to company details, retention settings, activating document verification, SMS details, and overall document support. |
Set Permissions
The “Module Access” column allows you to grant permission to view a module, signified by the title.
Suppose you only need a Customer Service role to manage remote verification, user management, and reports. Follow the steps below to set up the desired permissions.
- Select Customer Service from Roles.
- Uncheck all other modules in the Module Access column and select Remote Verify, User Management, and Reports.
- The “Module Specific Permissions” column allows you to fine-tune permissions within that module. Select a module from the Module Access Column.
- Specify Module Specific Permissions as needed and click Close to save changes.
Modify User Roles
Follow the steps below to modify user roles:
- Click on the user you want to modify the role of.
- Choose the desired user's role from the Permissions drop-down menu.
- Click the Save button.
✅ The user's role has been successfully modified.
💬 We Are Here to Help!
If you encounter an issue, a bug, or require assistance, please contact our support page here to find the solution. Don't forget to provide any important information on the issue.
Updated 5 months ago