This help document provides step-by-step instructions on how to manage roles within the Hopstack platform.
Creating a New Role
To create a new role in the Hopstack platform, follow these steps:
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Navigate to Setup: Begin by logging into the Hopstack platform and navigating to the 'Setup' section on the main menu.
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Access User Management: Within the Setup section, find and select the 'User Management' module.
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Go to Roles Section: In the User Management module, locate and click on the 'Roles' section.
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Create New Role:
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Click on the 'New Role' button. This will open a form to define a new role.
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Name the Role: Enter a name for the role in the designated field.
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Set Permissions: Configure the permissions for the role. You can assign the following types of permissions to various modules:
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Readable: Allows users with this role to view and access specific modules.
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Writable: Allows users with this role to modify, add, or delete content within the modules.
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Submit: After setting up the name and permissions, click on the 'Submit' button to create the new role.
Editing an Existing Role
To edit an existing role's permissions or details:
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Navigate to Roles Section: Follow the initial steps to access the Roles section within the User Management module as described above.
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Locate Role: Find the role you wish to edit in the list of roles.
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Access Role Settings:
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Click on the three-dot action button next to the role you want to edit.
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Select 'Role Permissions' from the dropdown menu.
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Edit Permissions:
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Make the necessary changes to the role’s permissions or other settings as required.
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Submit Changes: Once all modifications are made, click on the 'Submit' button to save the changes.