Roles

What Roles are for

Use Roles to define reusable business access responsibilities that can be assigned to multiple users.

The current Roles screen manages Role identity, Menus, Dashboards, lifecycle, assigned-user visibility and security history.

Find a Role

Open Access and choose Roles. Search or sort the list, then click a row or choose Open.

Create a Role

Choose Create, enter a stable Role Code and Role Name, then add the Menus and Dashboards required for the responsibility.

• Role Code is required and converted to uppercase.
• Role Code can contain letters, numbers, dash and underscore.
• Role Code cannot be changed after creation.
• Role Name is required.
• Description is optional.

Menus

Use the Menus tab to choose application menus for the Role. Each mapping can be Active or Inactive.

AkshaERP prevents duplicate Menu assignments for the same Role.

Dashboards

Use the Dashboards tab to choose Dashboards for the Role. Each mapping can be Active or Inactive.

Duplicate Dashboard assignments are prevented.

Assigned Users

For an existing Role, Assigned Users shows the people currently carrying the Role so administrators can understand the impact of security changes.

User-to-Role assignment itself is maintained from Users.

History

History shows recorded Role security events such as creation, updates, access changes, activation and deactivation.

Activate and deactivate

Deactivate a Role that should no longer grant active access. Activate it again when the responsibility returns to service.

Permanent Delete

Permanent Delete is only for an unused setup mistake. Established Roles should normally be deactivated.

AkshaERP blocks deletion when the Role is ADMIN, is assigned to users, or still has protected security references.

Recommended setup sequence

• Search for an existing responsibility before creating another Role.
• Create a clear Role Code and Role Name.
• Assign only required Menus.
• Assign required Dashboards.
• Save and assign the Role to test users from Users.
• Verify access using a test user.
• Review Assigned Users before important Role changes.
• Deactivate obsolete Roles instead of deleting established history.