> For the complete documentation index, see [llms.txt](https://teamtrace.gitbook.io/teamtrace-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://teamtrace.gitbook.io/teamtrace-documentation/getting-started/roles-and-permissions.md).

# Roles and Permissions

To maintain the confidentiality of every department in one organization, manage the access permission based on their role.

### The module is designed to:&#x20;

Maintain data security&#x20;

Not overwhelming employees with irrelevant data

Department-wise requirement-based access.&#x20;

**Step 1**: Log in on the Teamtrace portal

**Step 2**: On the Navbar, click on the dropdown of ‘Settings’. The list would open, and from there click on Role. The screen for role management would open.&#x20;

<figure><img src="https://4242957511-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRFfQoptmjiC3CDlsF2M%2Fuploads%2FhYfb5vQXtV2dlh0VSmGo%2F1.png?alt=media&amp;token=97e9d382-2be8-4afd-b83b-c08f0f9cc85a" alt=""><figcaption></figcaption></figure>

**Step 3**: Click on Add to add different roles in your organization.&#x20;

<figure><img src="https://4242957511-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRFfQoptmjiC3CDlsF2M%2Fuploads%2FNQ1DGofP2Ran7GzSIAkx%2F2.png?alt=media&amp;token=c4f0fd5f-6a8f-46fa-b179-0ca11c0eb757" alt=""><figcaption></figcaption></figure>

**Step 4**: To create the role fill up the fields, add the role name, and in the description write down the reason for providing access.&#x20;

<figure><img src="https://4242957511-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRFfQoptmjiC3CDlsF2M%2Fuploads%2FOUxGzmSwkFpFZClfgmAn%2F3.png?alt=media&amp;token=bf97cbfa-d89d-45c5-9428-669d4ba6c106" alt=""><figcaption></figcaption></figure>

**Step 5**: To provide access to the entire departmental activities click on the top-most check box beside the role name box cards. To customize the permission list, only click on the check box you want to provide access for that particular role.&#x20;

\ <br>

<figure><img src="https://4242957511-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRFfQoptmjiC3CDlsF2M%2Fuploads%2Fq1V7pIqDz4wwPOsc9Ui4%2F4.png?alt=media&amp;token=7b1f3e2a-e5ed-4ac7-8c1a-5ced385c7f97" alt=""><figcaption></figcaption></figure>

<figure><img src="https://4242957511-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRFfQoptmjiC3CDlsF2M%2Fuploads%2FFsCYZBH3o0qBfu5TBGAi%2F5.png?alt=media&amp;token=6418f995-d503-49b6-ad1b-d746a6af2a04" alt=""><figcaption></figcaption></figure>

**Step 6**: Click on ‘Submit’ to complete the changes.&#x20;

<figure><img src="https://4242957511-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRFfQoptmjiC3CDlsF2M%2Fuploads%2Fm6kfUcqtBezuwL8r2QMx%2F6.png?alt=media&amp;token=79ee0e7c-b41f-43b2-98a1-1e6aec0ebc46" alt=""><figcaption></figcaption></figure>

**Additional Feature**: You can search for specific roles&#x20;

<figure><img src="https://4242957511-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRFfQoptmjiC3CDlsF2M%2Fuploads%2FFzDJLzQV3Psptv4dasPZ%2Fimage1.png?alt=media&amp;token=6ee0e1f1-17e1-4e7b-992d-413c70f01216" alt=""><figcaption></figcaption></figure>
