Role and Permissions is where administrators manage roles, grant or remove permissions, assign users to roles, configure resource access, and organize departments.
When you create or modify a role, the Role modal shows tabs to grant Permissions including module access, resource permissions, and admin capabilities.
How do I grant or remove module access for a role?
In the Role Modal, select the Module Access tab.
Use the toggles to control which top-level modules the role can see in the left navigation panel.
Toggle a module off to hide it from users assigned to this role. This also blocks all underlying resource permissions for that module at runtime.
🔍 Troubleshooting Note: If a user reports they cannot access a resource even though it appears enabled in Resource Permissions, confirm the corresponding module is toggled on in Module Access. A disabled module blocks all underlying permissions regardless of resource-level settings.
How do I grant or remove resource permissions for a role?
In the Role Modal, select the Resource Permissions tab.
Use the permissions grid to grant or revoke actions for each resource. Resources are grouped by area (for example, Dashboard, Contracts, Opportunities, Template Library, Roles and Permissions, Settings).
Select the checkboxes for the actions you want to grant. Available actions include View, Create, Edit, Delete, Export, and Upload, depending on the resource.
Use group header checkboxes where available to quickly grant or revoke an action across all resources in a group.
Note: Some resources do not support every action. Unavailable actions appear as non-interactive or display a dash. System roles are read-only in this tab.
How do I grant or remove the admin capabilities for a role?
In the Role Modal, select the Admin Capabilities tab.
Enable any of the following capabilities as needed.
Frequently Asked Questions
Find answers to common questions about the application.
What should I do if I have a problem with ERM?
If you are unable to log in to ERM or if you encounter a problem with one of the modules in ERM, please submit a ticket in our Support Portal.