Navigate to Data ConfigurationĀ within the dashboard.



Click on the Roles option from the drop-down menu.

The Role list page opens up showing the current roles listed and one can update/delete the same if needed. Click on the Create Role button to create a new role.


The Role name is to be mentioned as in the job role that is being assigned.

For example, collection agent, accountant, etc.

The Functions of the role are to be selected from a checklist that has three tick boxes for each function i.e View, Create/Edit & Delete.

You can choose which function can the role View, Which function can they Create or Edit and which function can they Delete.


Click on the Save button to save the role, Post that a pop up will appear mentioning that your role has been saved successfully and can be viewed within the Role list.


Would you like to learn how to add a Sub merchant? Click here.