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 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 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 them, thus giving them access to different functions.
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 the Mifos system.
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 and view the permissions currently associated with that role.
View Permissions
After selecting the appropriate role and clicking on it you are taken to its detail page. On this page there is the name and description of the role. Additionally all current permissions associated with this role can be seen - they are marked with a check mark to the right of each permission.
Create a new role
From the View Roles page you may also add a new role for your organization. First, click the blue Add Role button at the top right of the screen:
This will launch a new window to create your new role:
- Name the role
- Give the role a description
- Click Submit
This will take you to the View Permissions page for the new role. See Add Permissions to a Role below to learn how to edit the permissions for your new role.
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 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 both cases you will be taken to the permissions screen 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 right of them. To add a permission, click the empty box. To remove a permission click the box - it will have a check mark in it.
Once everything is correct, click Submit.
Delete a role
Key Error Messages
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