# 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** 

![](https://mifosforge.jira.com/wiki/download/thumbnails/67895364/Manage%20roles.jpg?version=1\&modificationDate=1504953788440\&cacheVersion=1\&api=v2\&height=400)

### 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. 

![](https://mifosforge.jira.com/wiki/download/thumbnails/67895364/Manage%20roles%201.jpg?version=1\&modificationDate=1504953828803\&cacheVersion=1\&api=v2\&height=400)

### 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.

![](https://mifosforge.jira.com/wiki/download/attachments/67895364/Manage%20roles%202.jpg?version=1\&modificationDate=1504953996225\&cacheVersion=1\&api=v2)

### **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: 

![](https://mifosforge.jira.com/wiki/download/thumbnails/67895364/add%20role.jpg?version=1\&modificationDate=1504954047875\&cacheVersion=1\&api=v2\&height=400)

 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.** 

![](https://mifosforge.jira.com/wiki/download/attachments/67895364/add%20role%201.jpg?version=1\&modificationDate=1504954152514\&cacheVersion=1\&api=v2)

### 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:

![](https://mifosforge.jira.com/wiki/download/thumbnails/67895364/permissionsedits.png?version=1\&modificationDate=1404190166340\&cacheVersion=1\&api=v2\&width=743)

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**.

![](https://mifosforge.jira.com/wiki/download/thumbnails/67895364/permissions%20aa.png?version=2\&modificationDate=1404189094032\&cacheVersion=1\&api=v2\&width=600)

### 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.

![](https://mifosforge.jira.com/wiki/download/attachments/67895364/Manage%20roles%203.jpg?version=1\&modificationDate=1504954649721\&cacheVersion=1\&api=v2)

  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.

![](https://mifosforge.jira.com/wiki/download/attachments/67895364/Manage%20roles%204.jpg?version=2\&modificationDate=1504954810100\&cacheVersion=1\&api=v2)

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

![](https://mifosforge.jira.com/wiki/download/attachments/67895364/cash_mgmt.jpg?version=1\&modificationDate=1504954926110\&cacheVersion=1\&api=v2)

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

5\. Click ![](https://mifosforge.jira.com/wiki/download/thumbnails/67895364/4.png?version=1\&modificationDate=1472208439613\&cacheVersion=1\&api=v2\&width=50)

Related articles

* Page:[Configure Maker-Checker Tasks](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/system/configure-maker-checker-tasks)
* Page:[Manage Roles and Permissions](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/system/manage-roles-and-permissions)
* Page:[Audit Trails](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/system/audit-trails)
* Page:[Users](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/users)