Manage Roles and Permissions

Roles and Permissions allow the administrator to control access to Mifos based on what roles are assigned to Users and what Permissions are assigned to roles. The Roles and Permissions page is the place to customize roles and select permissions.

What are Roles and Permissions?

Roles: Roles are assigned to users. A user's role will determine what functions a user is allowed to perform within the Mifos system. A user may have more than one role assigned to him, thus giving him access to different functions.

Permissions: Permissions are assigned to roles. These determine what functions are assigned to a role - which in turn determine what tasks a user is able to complete within the Mifos system.

How to navigate?

Navigate through Admin>> System>> click on Manage Roles and Permissions

View Roles

Once you have navigated to Manage Roles and Permissions, you will see a list of roles defined within the organization. One can click on these roles and view the permissions that are defined in each role and can even edit or delete the role if he has super user privileges.

View Permissions

On selecting the appropriate role, you will be navigated to a page where details of the role are defined. Additionally all current permissions associated with this role can be seen - they are marked with a check mark to the right of each permission.

How to assign Roles and Permission?

To assign roles and permission navigate to Admin>> System>> click on Manage Roles and Permissions>>Add Role

i) Create a new role

To create a new role, click on Add Role button at the top right of the screen as shown in screenshot below:

This will pop-up a new window to create new role:

  1. Name the role.

  2. Give the role a description.

  3. Click Submit.

Now you will be navigated to View Permissions page for the new role. Next Add Permissions assigned to a Role.

ii) Add Permissions to a role

If a new role has been created or permissions for an existing role require changes, you may edit a role's permissions. When you create a new role you will be automatically taken to the permissions page for that role.

If you would like to edit an existing role, navigate to the View Roles screen and select the role you would like to edit. In both cases, you will be taken to the permissions page for that role. Click the blue Edit button at the top-right to change the permissions for the role:

Permissions are indicated by a check mark in the box to their right. To add a permission, check the empty box. To remove a permission un-check the box - it will be empty.

Once everything is correct, click Submit.

How to Configure Different Permission?

  1. Mifos provides a feature for configuring multiple types of permission for a given role under different criteria. In the image below, you can see different sets of permissions that can be given to a role.

2. Lets say if I want to provide certain permissions on Accounting, I click on it then a set of permissions under accounting are displayed on the right side of the permissions list. Select different permissions that are required for that particular role.

3. Next if you want to provide permissions under Cash Management, click on Cash_mgmt then select the required permissions under it.

4.Similarly you can configure for the rest of the permissions based upon your requirements

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