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Roles & Permissions

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Overview​

The Roles & Permissions page is where admins control what different member roles are allowed to do in LeadX.

Access​

  • Navigation path: Sidebar > Settings > Role & Permission
  • Route: /role-permission
  • Access: available to users who can view roles and permissions.

What Users Can Do​

  • create a role
  • review saved roles
  • edit role details
  • delete roles when allowed
  • choose the default role
  • decide what each role can view, add, edit, or delete

List Page​

  • Main button: Add
  • The table shows:
    • role name
    • description
    • default role status
    • created and updated details
  • Row actions include:
    • view
    • edit
    • delete

Role Form​

  • Add: /add-role-permission
  • Edit: /edit-role-permission/:id
  • View: /view-role-permission/:id

Main Form Areas​

  • Role Name required
  • Role Description optional
  • permission table for each module and action

Helpful Notes​

  • The default role cannot simply be turned off on its own row without choosing another default.
  • In view mode, the permission table is read-only.
  • If a user updates the same role they currently belong to, the new access rules can take effect in the interface right away.