Role and Permission Guide

The roles and permissions feature enables account administrators to define unique roles and allocate them to users. This functionality provides flexibility in managing user access and responsibilities within Maqsam.

The roles and permissions feature in Maqsam includes three levels of data access:

All Data: This level allows the role to read and control all data within the Maqsam account.
Group Data: At this level, the role is permitted to read and control specific group data that is already established in Maqsam.
User-specific Data: This is the most restricted level, where the role can access only the data that they have personally generated.

The permissions in the Roles and Permissions Feature are categorized into two types:

Page View Permission: This grants users access to specific pages within the system.
Control Permission: This allows users to perform certain actions and exert control over the system.

By default, each account in the system comes with predefined roles:

Owner: Have all permissions enabled by default. This role cannot deleted and at least one user should be assigned to this role.
Admin: Also has all permissions enabled, but unlike the Owner, the permissions assigned to an Admin can be controlled and modified by the Owner.
Agent: This role is set up with telephony permissions enabled by default.

Roles Management

User roles can be accessed and managed via the account settings. Within this section, there's a table providing an overview of each role, including the number of users assigned to each role and a summary of the permissions that are enabled for them.

Step 1: Log in to your Maqsam account

Step 2: Go to Settings

Step 3: Under Account Settings, click on the User Roles

On this page, you are allowed to:

Create New Role
Edit Role Name
Edit Role Permissions
Delete Role

Creating a new role

The feature will allow you to create a new role from scratch with any configuration you want.

Step 1: Click on Create New Role

Step 2: Add a name and description for the role you want to create

Step 3: Now you need to select the suitable Data access level for the role

Note: some permissions are only available for high data access levels (i.e. all data)

Step 4: Choose the permissions you want to enable for the role; you can mix and match according to your needs.

Note: some control permissions are only enabled if you enable the view permissions for that page

Step 5: if you want the role to make calls or send WhatsApp, Choose the agent permissions for the role.

Step 6: once you are done setting up the permissions, save your changes.

Editing existing role

Step 1: Click on the role name you want to edit

Step 2: Change permissions and settings based on your need

Step 3: Save the changes

Editing existing role name or description

Step 1: Click on three dots at the end of the role row

Step 2: Click on Edit basic info

Step 3: Change the name and description

Step 4: Save the changes

Deleting a role

Note: If a role isn't assigned to any users, you can delete it easily. However, if a user is assigned to the role you want to delete, the system will ask you to reassign that user to a different role first.

Step 1: Click on three dots at the end of the role row

Step 2: Click on Delete

Step 3: Replace the current role with the role you want

Step 4: Confirm by click on Yes, Delete button

Assigning Roles

Each user can be assigned one role only, and you can either change the role per user or bulk edit the role for the bulk of users.

To edit the role for any user

Step 1: Go to the user's tab

Step 2: Click on the role dropdown menu

Step 3: Chose the role you want; the system will auto-update the role for the user

To bulk edit the role for multiple users

Step 1: Go to the user's tab

Step 2: Click on the Bulk Edit button

Step 3: Select the users you want to edit the role for

Step 4: Click on the role dropdown menu in the bulk edit section

Step 5: Chose the role you want, and then click save