Roles

Roles Management Overview

Roles overview

The Roles section in the Gamanza Player Engagement Platform allows administrators to manage user permissions by creating and assigning roles to different users. Roles define what actions users can perform within the platform, based on their job function or responsibilities.

3.1. Viewing and Managing Existing Roles

In the Roles section, you will see a table listing all the roles and their permissions across various categories such as CRM, Analytics, Campaigns, etc. The table includes:

• Roles: Lists the available roles such as COMPLIANCE, CUSTOMER SERVICE, DATA ANALYST, etc.

• Permissions Matrix: A grid view showing what each role is allowed to do for each specific feature (e.g., Analytics - General Stats, Campaigns - Create). A checkmark indicates that the role has permission to access or modify that feature.

3.1.1. Filtering Roles

To quickly find specific roles or permissions:

1. Search Role: Use the search bar at the top to locate a specific role by name.

2. Filter By Category: Use the dropdown menus to filter roles by category or specific criteria.

3.2. Creating a New Role

3.2.1. Initiating Role Creation

On the Roles Management page, click on the Create Role button located at the top right corner. This will open the New Role creation form.

3.2.2. Entering Role Information

• Name: Enter a name for the new role.

• Users: Assign users to this role by clicking on the + icon and selecting users from the list.

3.2.3. Defining Permissions

• Search Rules: Use the search bar to quickly locate specific rules to include in the role.

• Filter By Category: Narrow down rules by category for easier selection.

• Select Permissions: Check the boxes next to the permissions you wish to assign to this role. Permissions are grouped under categories such as CRM, Settings, Tags, etc.