Roles and Permissions allow the administrator to control access to Mifos based on what roles are assigned to Users and what Permissions are assigned to roles. The Roles and Permissions screen page is the place to customize roles and select permissions.
Beginning at the main screen, select Admin, then System from the drop-down menu. This will launch the System menu.
Select Manage Roles and Permissions.
What are Roles and and Permissions?
Roles: Roles are assigned to users. A user's role will determine what functions a user is allowed to perform within the Mifos system. A user may have more than one role assigned to themhim, thus giving them him access to different functions.
Permissions: Permissions Permissions are assigned to roles. These determine what functions are assigned to a role - which in turn determine what tasks a user is able to complete with in within the Mifos system.
How to navigate?
Navigate through Admin>> System>> click on Manage Roles and Permissions
View Roles
Once you have navigated to Manage Roles and Permissions the first page you encounter is a chart of all current roles within your organization. When the cursor hovers over a role it will be highlighted in blue. Click on the highlighted role to open it's detail page , you will see a list of roles defined within the organization. One can click on these roles and view the permissions currently associated with that role.
that are defined in each role and can even edit or delete the role if he has super user privileges.
View Permissions
After On selecting the appropriate role and clicking on it you are taken to its detail page. On this page there is the name and description , you will be navigated to a page where details of the role are defined. Additionally all current permissions associated with this role can be seen - they are marked with a check mark to the right of each permission.
How to assign Roles and Permission?
To assign roles and permission navigate to Admin>> System>> click on Manage Roles and Permissions>>Add Role
i) Create a new role
From the View Roles page you may also add To create a new role for your organization. First, click the blue on Add Role button at the top right of the screen as shown in screenshot below:
This will launch This will pop-up a new window to create your new role:
- Name the role.
- Give the role a description.
- Click Submit.
This will take you to the Now you will be navigated to View Permissions page for the new role. See Next Add Permissions assigned to a Role below to learn how to edit the permissions for your new role.
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ii) Add Permissions to a role
If a new role has been created or permissions for an existing role require changes, you may edit a role's permissions. When you create a new role you will be automatically taken to the permissions screen page for that role.
If you would like to edit an existing role, navigate to the View Roles screen and select the role you would like to edit. I In both cases, you will be taken to the permissions screen page for that role. Click the blue Edit button at the top-right to change the permissions for the role:
Permissions are indicated by a check mark in the box to the their right of them. To add a permission, click check the empty box. To remove a permission click un-check the box - it will have a check mark in itbe empty.
Once everything is correct, click Submit.
Delete a role
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How to Configure Different Permission?
- Mifos provides a feature for configuring multiple types of permission for a given role under different criteria. In the image below, you can see different sets of permissions that can be given to a role.
2. Lets say if I want to provide certain permissions on Accounting, I click on it then a set of permissions under accounting are displayed on the right side of the permissions list. Select different permissions that are required for that particular role.
3. Next if you want to provide permissions under Cash Management, click on Cash_mgmt then select the required permissions under it.
4.Similarly you can configure for the rest of the permissions based upon your requirements.
5. Click 
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