Add a Role

Adding a role in the system allows you to define specific permissions and access levels for different users, ensuring better security and task management. Roles help streamline operations by allowing users to focus on their assigned tasks while maintaining control over sensitive data and settings.

To add a new role in Geta.ai, follow these steps:

1. Access User Settings

• Navigate to Settings Icon located at the Bottom-Left.

2. Navigate to Users & Permissions

• In the Settings menu, go to the User & Permissions section.

3. Add a New Role

• In the Roles & Permissions section, click on the Add Role button located at the right side above the roles list.

4. Enter Role Details

• Fill in the following information for the new role:

  • Role Name: Enter a name for the role.

  • Permissions: Assign permissions to access different modules within Geta.ai. Admins can specify what permissions can a particular user have.

5. Save the New Role

• Once all details are filled in, click on the Save button to create the new role.

By following these steps, you can effectively add and manage roles within Geta.ai, ensuring users have appropriate access based on their responsibilities.