How to Add a Custom Role in GIDDH

Creating custom roles in GIDDH allows you to define precise access controls for different team members based on their job responsibilities. This ensures data security, reduces the risk of accidental errors, and gives employees access only to the features they need.

Step-by-Step Guide:

• Login to your GIDDH account.

• Press Ctrl + G (Windows) or Cmd + G (Mac) to open the search bar and type "Permissions".

• From the search results, select the Permissions option.
  
  or
  
  click on the settings icon at the top right and select the Manage user (Permission) Module.
  

  

• In the Permissions section, click on the “Add New Role” button to create a new custom role.
  

  

Step 1: Name the Role

Once you're on the role creation screen or popup, the first step is to assign a name to your new role. This name should clearly indicate the purpose or responsibilities of the user group you’re creating the role for.

Examples of Role Names:

Accountant – For users who manage financial transactions, ledgers, and reports.

Sales Executive – For team members who create and manage sales invoices or customer data.

Inventory Manager – For users responsible for managing stock, product details, and inventory movement.

Junior Staff – For employees with limited access, such as data entry or basic transaction viewing.

Auditor – For external consultants or internal reviewers who need read-only access to reports and logs.

Step 2: Choose the Role Type

When creating a custom role in GIDDH, you’ll be asked to choose a Role Type. This step determines how you want to define the permissions for the new role.

GIDDH provides two flexible options to suit different needs:

Option 1: Fresh Start

Use this when you want to create a completely new role from scratch.

• You will manually choose which modules the role can access.

• You can select specific actions like View, Create, Edit, and Delete for each module.

• Ideal when the role requires custom access not based on any existing role.

Option 2: Copy From Other Role

Use this when you want to duplicate permissions from an existing role and then make changes if needed.

• You select an already-created role in your account as a starting point.

• All permissions from that role will be copied.

• You can then review and adjust the permissions as required.

Final Step: Assign Permissions and Save the Role

After selecting the role type (Fresh Start or Copy from Other Role), proceed to:

• Select the required permissions for each module (View, Create, Edit, Delete).

• Once permissions are configured, click on the “Save” button.

• The newly created role will now appear on the Roles page.

Later from the roles select the action which can be performed by the person to whom the company is shared and click on save.