Create Roles

Create Roles

Roles  

The Advertiser can create and manage different users with their roles and permissions, So that they can control access to the Platform Provider Portal effectively.

 

Create Roles  

To create roles, follow these steps:

  1. Click on the Create Role button.

  2. Role Details:

    1. Role Name (Required): A unique name for the role.

    2. Permission (All Module of Admin with Checkbox): For each module, the admin can select specific actions (Create, Update, Delete, View) allowed for this role. Click on the check box to give permissions.

    3. Module: Advertisers can grant permission to the following modules.

    4. Checkbox: Click on the checkbox (ALL, CREATE, UPDATE, DELETE, VIEW) to grant permissions to the following modules.

      • Dashboard

      • Campaign

      • Manage Target

      • Manage Group

      • Number

      • Roles

      • User

      • Expenses

      • Wallet & Plan

      • Transaction History

      • Call Detail

      • Live Call

      • Call Summary

      • ROI(Return Of Investment)

      • Activity Log

      • Notification

      • Help

    5. Click on the Create Role button to create the role or Click on the Cancel button to cancel the event.







    • Related Articles

    • Create and Mange users

      User The Advertiser can create and manage different users with their roles and permissions So that the Advertiser can control access to the Platform Provider Portal effectively. Create User To create a user, the Advertiser can Click the Create User ...
    • Create Expense

      Expenses Advertisers can create and manage their expenses in this module. Create Expense To create an expense record, Follow these steps: Click on the Create Expense button. Select Campaign (Drop Down): Select the campaign the advertiser wants to ...
    • Create Campaign

      Campaign This feature allows the user to Create, set up, and monitor call campaigns, including defining parameters like target, call routing rules, and DID number mapping. There is information given in the below field at the end of this module. To ...
    • Create a new DID

      Create DID Number Create DID button: Click on Create on DID button. Country (Drop Down List): Select the country which the advertiser wants to create DID for. State: Select the relevant state of the country chosen. City: Select the relevant city of ...
    • Create Group and select in Campaign

      CreateGroups If the advertiser wants to create Groups of targets or routes. Follow the steps below. Click on the Group option on routing plans. Advertisers will get a New Group window. Name Field: Enter the Group name. Target Setting: Select Target ...