OmegaAI - How to modify roles in OAI

How to Modify Roles in OmegaAI

This guide walks you through how to modify existing roles in OmegaAI, giving you full control over user permissions and access levels. Use it to ensure users only see and use the features relevant to their role.

1. Navigate to https://www.omegaai.com
2. Click the "Enter your email address here" field.
3. Click "CONTINUE".
4. Click the organization icon to access the list.
5. Select your organization, then click "Details" to open settings.
6. Click "Users & Roles".
7. Click the "Roles" button at the top.
8. Find the role you want to modify.
9. Click the "Edit" or pencil icon beside the role name.
10. Update the role name or description if needed.
11. Review current permissions assigned to the role.
12. Use checkboxes or toggles to adjust permissions.
13. Expand module sections like Scheduler or Reporting to refine access.
14. Add or remove access to key features like Order Entry or Workflow Automation.
15. Decide if the role can access admin tools or settings.
16. Set access level (e.g., read-only, full access).
17. Remove permissions from outdated or legacy modules.
18. Review the role in the preview panel.
19. Click "Save Changes".
20. Assign the updated role to a test user.
21. Log in as the user or simulate access to verify changes.
22. Make further adjustments if needed.
23. Return to the dashboard when done.