How to Add a New Role in the SMS

Overview

In this tutorial, you will learn how to add a new role in the Student Management System (SMS). Roles define the access and permissions users have within the system, helping to manage tasks based on user responsibilities. The process involves navigating to the role management section, creating a role with a specific name, and assigning appropriate permissions. Once the role is created, it can be assigned to users, ensuring they have the necessary access to perform their tasks efficiently.

Step Tutorial

1. From the Dashboard, go to Administration, then Settings, followed by the Permissions tab, and click the New Role button.

2. Complete the following fields:

1. Role Name – The unique name given to the new role, identifying its function or purpose within the SMS.
2. Copy permissions from an existing role – An option to duplicate the permissions of an already established role, saving time in setting up similar roles.
3. Base role on – Allows you to create a new role based on the permissions and settings of an existing role, providing a starting point for customisation.
   

Once done, click on the Save button.

3. A prompt confirming the successful creation of the role will appear. Click OK to close it.

4. You should now see the recently created role in the list. Click Delete if you want to remove it.

NOTE: Only user-created roles can be deleted.

These are the steps to create a new role in the SMS.

To apply certain restrictions and permissions to a role, refer to the How to Set Permissions for Each Role in the SMS tutorial.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.

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