New

Published on:

September 25, 2023

Blog |

Biz with Swipe

Product FAQs

How to assign roles on the web

Step 1: Go to "Settings".

Click on the “Settings” icon on the left dashboard, and select the “All Users/ Roles” option from the menu.

Step 2: Select “Roles and Permissions”.

Now, select “Roles and permissions” from the navigation bar on the top.

Step 3: Click on “+Add Role”.

A new form appears. Now, enter the role name and switch on the toggle bar beside the permissions you would like to give access to for the specific role.

Note: You can always add or edit the permissions later.

Step 4: Click on “Add Role”.

Now, click on the “Add Role” button present at the top right corner of the screen.

Step 5: Go to “All Users”.

Now, select “All users” from the navigation bar and click on “+Add New User”.

A new form appears. Here, fill in the necessary details, like name, email, and mobile.

Note: You can always add or edit the details later.

Now, click on the box below the role and add the role you added earlier.

Step 6: Click on “Add user”.

Now, click on the “Add user” button at the top right corner of the screen to add the user.

Note: You have successfully added a new user. You can follow the same procedure to add multiple users and assign new roles.

Featured Posts

How to change Invoice number on the web

How to add multiple invoice prefixes on Web

How to change document font size on Android

How to record TDS on the web

Business Insurance: Types, Benefits, and Choosing Coverage

How to add a bank account on the web

How to convert a pro forma to a sale on the web

How to add a product on the web.

Featured Posts

Related Blog Posts

Top Paper Cup Manufacturers in India 2025

Top 10 Saree Manufacturers in India (2024)

How to make a POS Bill on the Web.

How to activate users on web

Swipe - Best POS Billing Software for your business.

How to register for VAT in Oman

Looking for a billing software?

Quick Links

Learn More

Testimonials