How do I assign the Checker role to an Internal User?

Internal user assigned with “Checker” role approves the adhoc user account creation/modification requests initiated by Maker.

You have to create a respective roles and then assign the same to respective users.

Step 1: Log in to using Admin user name and Password

Step 2: Go to your profile image on the top right corner and click on ‘Settings

Step 3: Now click on ‘Roles and Permissions’ under Settings.

Step 4: Here, click on the Create New” button on your right

Step 5: Enter the details in the respective fields. Fields that are marked * are mandatory to be filled by the Admin user. Select the User role as ‘Checker’ and check the boxes below to set the permissions for user access. Once the step is complete, click on the “Save” button.

A new user as a Checker has been successfully created.

You can now assign the Checker role to any user by using the following steps:

Step 2 : Click on “Manage Users” under the Admin Settings.

Step 3: You will be navigated to the Manage Users page, click on the ‘Create New‘ button on your right

  • Now scroll down to User role, and select the User role as “Checker” and click on Save.

You have successfully assigned a Maker Role to the user.

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