The Role management section is a powerful tool that allows you to create specific job functions and control what each user can see and do within DrPro. By defining roles like “Receptionist,” “Pharmacist,” or “Lab Technician,” you can ensure that your staff only has access to the modules and features relevant to their job.
Step-by-Step Guide
Step 1: Navigate to the Role Section
From the main sidebar on the left, click on Administration, and then select Role. This will open the role management dashboard.
Step 2: Select the Correct Module
At the top of the screen, you will see tabs for each of your active modules: Clinic, Inventory, Supplier, Lab, and Pharmacy. Roles are specific to each module.
- Before adding a role, you must first click on the tab for the module where this role will be used. For example, a “Pharmacist” role should be created under the Pharmacy tab, and a “Technician” role under the Lab tab.
Step 3: Add a New Role
- After selecting the appropriate module tab, click the Add Role [Module Name] button (e.g., “Add Role Clinic”).
- A “New Role” pop-up will appear.
- In the Name field, enter a clear and descriptive name for the role you are creating (e.g., Receptionist, Senior Doctor, Inventory Manager, Lab Assistant).
- Click Submit. The new role will now appear in the list under the selected module tab.
Step 4: Manage Existing Roles
The main screen lists all the roles you have created for the selected module, showing the Name and Date Created.
- To manage a role, use the icons in the Action column:
- Edit (Pencil Icon): Click this to rename an existing role.
- Delete (Trash Can Icon): Click this to permanently remove a role. Be cautious, as this may affect any users currently assigned to this role.
Step 5: Assign Roles to Users
Once you have created your roles, the final step is to assign them to your users in the User section. Assigning a role to a user will grant them the permissions and access levels that you have defined for that specific role.
👉 Before defining roles, make sure you have your team set up. Check out our guide on How to Manage Users in DrPro Administration!
