---
description: >-
  To Create Roles and Permission to set the data visibility to the staff and
  Management.
---

# Roles and Permission

Mandatory to set a Role

In LEDSAK, we offer customizable roles and permissions to control access to reports and data. Our system allows you to specify who can view, comment on, or edit specific fields within reports. This feature ensures privacy and efficiency by sharing only necessary information with your team or clients. With our permission templates, you can easily manage access controls, allowing for selective sharing of reports and maintaining data security across your organization.

#### Create Role:

To Create a role by selecting the check permission to see the staff that will assigned for all the permissions.



{% embed url="https://prnt.sc/hsLKsKrQ39ii" %}
Create a Role
{% endembed %}

#### Set permissions:

We offer customizable access controls for setting roles and permissions in our CRM. You can use our permission templates to specify who can view, comment on, or edit specific fields within reports. This allows you to share information selectively with your team, ensuring privacy and efficiency. To set up roles and permissions for your staff, you'll need to use these customizable access controls to define what each team member can see and do within the system. For more detailed instructions on setting up specific roles, I'd recommend reaching out to our support team who can guide you through the process step-by-step.



<figure><img src="https://3118056440-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fpwcj37nddkx6Z2kwcz8i%2Fuploads%2FrOBlVteghts0M7b1ypLK%2FStaff%20Management%20(1).png?alt=media&#x26;token=3a66a951-bae1-4cec-bcad-1b907d5d8905" alt=""><figcaption></figcaption></figure>

#### Submit Role:

The Saved Role is mandatory for the creating staff.

#### Quick Tutorial:

{% embed url="https://www.loom.com/share/58425da1ef8648b08e9aca8e86627ec0?sid=40a6a3bb-cd81-4787-81cc-02e7b7c0badc" %}

NEXT STEP ⬇

{% content-ref url="staff" %}
[staff](staff)
{% endcontent-ref %}
