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.
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.
How to navigate?
Navigate through Admin>> System>> click on Manage Roles and Permissions
View Roles
Once you have navigated to Manage Roles and Permissions you will see list of roles defined within the organization. One can click on these roles and view the permissions that are defined in each role and can even edit or delete the role if he has super user privileges.
View Permissions
On selecting the appropriate role 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
To create a new role,click on Add Role button at the top right of the screen as shown in below snapshot:
This will pop-up a new window to create new role:
- Name the role
- Give the role a description
- Click Submit
Now you will be navigated to View Permissions page for the new role. Next Add Permissions assigned to a Role.
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 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.
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