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Follow these steps to create a new user role with customized permissions:
  1. Navigate to Roles
    • Click “Users” in the sidebar menu
    • Select “Roles” from the submenu
    • You’ll see a list of existing roles
  2. Create New Role
    • Click the “Add Role” button on the roles page
    • The role creation dialog will open
  3. Configure Role Details
    • Role Name: Enter a clear, descriptive name (e.g., “Flight Scheduler”, “Ground Instructor”)
    • Description: Add an optional description explaining the role’s purpose
    • Label Color: Choose a color to help identify this role throughout the system
    • Portal Access: Select which portal users with this role can access:
      • Admin Portal (full administrative access)
      • Instructor Portal (instructor-specific features)
      • Student Portal (student-focused interface)
      • Kiosk Portal (self-service terminal access)
  4. Set Permissions The permissions system is organized into categories. Select appropriate permissions for each area:
    • Users & Authentication: Create users, edit profiles, manage passwords
    • Bookings: View, create, edit, cancel bookings
    • Aircraft Management: Add aircraft, edit details, ground/unground
    • Training & Courses: Create courses, assign lessons, track progress
    • Billing & Financial: View billing, process payments, generate invoices
    • Reports & Analytics: Access reports, export data, view metrics
    • Organization Settings: Modify settings, manage integrations
    • And many more categories…
  5. Review Permissions
    • Each permission clearly describes what access it grants
    • Use the search function to find specific permissions
    • Group permissions by functional area for easier management
    • Consider the principle of least privilege when assigning permissions
  6. Save Role
    • Review all settings and permissions
    • Click “Save” to create the role
The new role will be available when creating or editing users. You can assign multiple roles to a single user, and permissions are cumulative across all assigned roles. Best Practices:
  • Create roles based on job functions rather than individual people
  • Regularly review and audit role permissions
  • Test new roles with limited users before wide deployment
  • Document role purposes for future reference