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 Wabo.ai, follow these steps:

1. Access User Settings

• Click on your Profile Name located at the top right corner of the screen.

• Select the Settings option from the dropdown menu.

2. Navigate to User & 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 Wabo.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 Wabo.ai, ensuring users have appropriate access based on their responsibilities.