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Role Permissions
Overview
Control what each user can see and do by configuring granular role-based permissions.
Step-by-Step Guide
1
Open Roles
Go to Settings → Roles.
2
Create or Edit Role
Choose an existing role or create a custom one.
3
Set Permissions
Toggle permissions for each module: View, Create, Edit, Delete, Export, Approve.
Tips & Best Practices
Tip: Use the Clone Role feature to create variations quickly.
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