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Roles and Permissions

Roles is a way of grouping permissions together in Lenda. Only a single role can be assigned to a user. Permissions in Lenda determine who can view or perform an action. Permissions are granted to users by administrators. When you create a user, you can either assign individual permissions to that user or group permissions by creating a role and then assigning that role to the user.

List of Permissions​

A list of permissions is available in Lenda:

  1. Can change client controls
  2. Can add client id template
  3. Can change client id template
  4. Can change id template active status
  5. Can delete client id template
  6. Can add client type
  7. Can change client type
  8. Can delete client type
  9. Can add group role
  10. Can change group role
  11. Can delete group role
  12. Can add group type
  13. Can change group type
  14. Can delete group type
  15. Can add expense type
  16. Can change expense type
  17. Can delete expense type
  18. Can add collateral type
  19. Can delete collateral type
  20. Can change loan controls
  21. Can add loan fees
  22. Can change loan fees
  23. Can delete loan fees
  24. Can add loan product
  25. Can change loan product
  26. Can delete loan product
  27. Can view loan product
  28. Can add other income type
  29. Can change other income type
  30. Can delete other income type
  31. Can add branch holiday
  32. Can change branch holiday
  33. Can delete branch holiday
  34. Can view branch holiday
  35. Can add custom field set
  36. Can change custom field set
  37. Can delete custom field set
  38. Can view custom field set
  39. Can add user
  40. Can change user
  41. Can add staff role
  42. Can change staff role
  43. Can delete staff role

Creating a role​

  1. Go to Admin > Manage Staff > Staff Roles and Permissions.
  2. Click on "Add Staff Role" button. Navbar
  3. A form will be opened for you to fill out. Select the permissions you want to assign to the role. Navbar
  4. Click Submit

Editing a role​

  1. Go to Admin > Manage Staff > Staff Roles and Permissions.
  2. Click on the staff role you want to edit and the system will redirect to the role profile.
  3. Click on the "Edit" button to open the form.
  4. Edit the role and click submit.
warning

Once a role is created, you can't delete it. However, you can edit the role.