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Role Master

Role Master is used to create roles, assign roles to employees, and control what users can access in the system.

It helps the admin decide who can see and use which pages.

📌 What you can do in Role Master​

Using Role Master, you can:

  • Create new roles
  • Assign roles to employees
  • View roles assigned to an employee
  • Add or view role members
  • Copy an existing role
  • Edit role permissions (page access)
  • View role history

🔍 Search Role Master​

You can quickly open Role Master using the global search.

Search Role Master

📄 Role Master Page​

The Role Master page shows all available roles with basic details:

  • Role Name
  • Role Type
  • Created Date
  • Action options

Role Master List

➕ Create Role​

To create a new role:

  1. Click + Role
  2. Select the Role Type
  3. Enter the Role Name
  4. Add a Role Description
  5. Click Submit

Add Role

A role must be created before it can be assigned to any employee.

👥 Assign Role​

To assign a role to employees:

  1. Click + Assign
  2. Select Role Type
  3. Select the Role
  4. Choose applicable criteria (Department, SBU, Designation, etc.)
  5. Click Search
  6. Select employee(s)
  7. Click Assign

Assign Role

👤 User’s Role​

This option helps you view roles assigned to an employee.

You can:

  • Search an employee
  • See all assigned roles
  • Remove a role if required

User Role

➕ Add Members​

Use Add Members to directly assign employees to a role.

Add Members

👀 View Members​

Use View Members to see all employees who are currently using a role.

View Members

✏️ Edit Role (Page Access)​

The Edit Role option is used to control page access.

You can:

  • Allow or restrict page access
  • Control which pages a role can use

Edit Role

This controls page access only, not employee visibility.

📋 Copy Role​

Copy Role allows you to create a new role with the same permissions as an existing role.

This saves time when creating similar roles.

🕒 View History​

History shows all changes made to a role, including:

  • Who made the change
  • When the change was made

✅ Summary​

  • Role Master manages user access
  • Roles must be created before assignment
  • Page access is controlled using Edit Role
  • Employee-role mapping is managed using Assign Role

For further help, contact the EMGAGE Support Team.

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