# How to Define the Roles and Permissions of a User?

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This structure enables them to **allocate** specific roles and permissions to users based on their **designated responsibilities**.&#x20;
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Each **role** is associated with a unique set of permissions, ensuring that users have the appropriate level of **access** and **control** within the platform.&#x20;

This Role-based approach **facilitates** efficient Campaign Management and Portal Usage while aligning with the organizational hierarchy and User Roles.

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**Note:**&#x20;

**For example**; In NeoDove, the **Organization Admin** has full control over account settings, user management, and access permissions.&#x20;

**Managers** have similar privileges but may have restrictions set by the admin.&#x20;

**Assistant Managers** typically assist managers and have limited access compared to managers.&#x20;

**Executives** have basic access to perform sales-related tasks assigned to them but do not have administrative privileges.
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## Steps:

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1. **Log in** to your NeoDove account ([https://connect.neodove.com/](https://app.neodove.com/))
2. Go to the **Manage Users** Section, present on the bottom-right-hand section of your screen.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FdUG7jHCcgoFOUughE0bi%2Fimage.png?alt=media&#x26;token=a0a86a9e-23b4-432a-9a0c-75f83d6e9482" alt=""><figcaption></figcaption></figure>

3. By default, a list of all the **Users** is visible.
4. Click on the "**Roles and Permissions**" button, at the top of the screen just between the "**Profile**" and the "**Automatic Report**" options.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FiH0iaPcRr26aMTlVYW9V%2FRoles%20and%20permission.png?alt=media&#x26;token=e405a0d3-a593-44f6-a361-a4da0b95c3bb" alt=""><figcaption></figcaption></figure>

5. Then all the **Roles** are listed at the top of the screen.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FaZZdpWJ7ubbrfSSI6stH%2FRoles.png?alt=media&#x26;token=5fcf8389-9cde-4f65-abcf-f03a75188c48" alt=""><figcaption></figcaption></figure>

6. All the **Permissions** are listed on the left-hand side of the screen.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F8DoHlzn67D0FJzSsm4A5%2FPermissions.png?alt=media&#x26;token=68af4e86-c098-4a33-bd2a-d96b931a3d51" alt=""><figcaption></figcaption></figure>

7. So, as per the Roles, whatever Permissions we wanted to grant, we just need to click on the **checkboxes** and then click on the "**Save Changes**" button to get it saved.
8. If we want to add a **New Role**, then we need to click on the "**Add New Role**" option from the top right hand side of the screen.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FMwgIUbOumlhFDy5mOsAz%2FAdd%20New%20Role.png?alt=media&#x26;token=d4751a41-5536-47cd-8ba9-1fe7b606e427" alt=""><figcaption></figcaption></figure>

9. The **New Role Name** which we want to add and then accordingly click on the ‘**Add**’ button to get it added.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FsV5PT4HilvHl42zYGhNY%2FNew%20role%20added.png?alt=media&#x26;token=5135b3e9-a934-47b0-b434-9f6955cd2475" alt=""><figcaption></figcaption></figure>

10. &#x20;Then we need to **customize** the Roles with the Permissions for that new role that we want to grant and then click on the ‘**Save Changes**’ button to get it saved.
11. Even if we want to again go back to the **default Roles and Permissions** which was being set before then we just need to click on the "**Reset to Default**" option.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F1GTGk26ATHY2FiVXsKiR%2FReset%20to%20default.png?alt=media&#x26;token=86e3ed88-659e-4865-a54c-0db0cbbbd46b" alt=""><figcaption></figcaption></figure>
