3. How to Create a Role

Creating a custom Role in Wifox Business Core Solution lets you precisely control which modules and actions your employees can access. Below is a fully expanded walkthrough, including all settings, options, and caveats.

Warning: The role's name can not be edited once it is created.

1. Open the Roles Module
In the left-hand navigation bar, click Roles to load the Roles list.
Click the Add button (green “+ Add”) in the top-right corner of the Roles tab.

2. Configure the New Role
When you click Add, the Add role interface appears, divided into three main sections:

Section	Purpose
Modules	Lists every module (Projects, Desks, Employees, Buckets, Roles, Logs, Clients, Actions, Requests, Settings, Client area, etc.) for which you can grant rights.
View Rights	Checkboxes to grant “View own” or “View all” permissions on each module/sub-module.
Manage Rights	Checkboxes to grant “Create/Edit,” “Manage own/all,” or “Delete” permissions on each.

In the Role name field, fill in the unique label of the role.

Note: Some modules are hierarchically linked. If you grant view rights to a parent module (e.g., Projects), Wifox will automatically select required view rights on linked modules (Desks, Employees). Manage rights must be set explicitly.

You then have three options:

1. Select a template for the role. (RECOMMENDED)

2. Set all rights (including Security rights) available to the role. (NOT RECOMMENDED)

3. Manually configure a role. (NOT RECOMMENDED)

To Select a Template For the Role:

1. Click the Select template dropdown at the top of the Add role form.
2. Choose Your Template
You will see following templates:

Template	View	Manage
Agent	Own Projects (only those to which the employee assigned) Own Desks Employees (only those that relate to Own Projects) Own Clients Requests (only those that relate to Own Clients) Configurations Company fees Statuses	Own Clients
Desk manager	All from Agent list + All Clients	Own Projects Own Desks All Clients Requests
Project admin	All from Desk manager list +   All Desks	All from Desk manager list + Employees

Note: You cannot change the configuration of a role template.

3. Apply & Save
Once selected, the form will auto-tick the appropriate checkboxes for view/manage rights.
Note: Template configurations are locked—you cannot alter individual permissions afterward.
Click Save to finalize your new Role.

The following rules apply for manually configuring roles:

1. Some modules are linked to others and cannot exist without them. For example, you cannot select viewing rights for Projects without Desks and Employees. In such cases, the viewing rights for the linked modules are selected automatically. More about Wifox Business Core Solution modules and their relationships [here]
2. Managing rights are not automatically selected.

Grant All Rights (Not Recommended)
Checking All rights grants every available permission—including all view, manage, import/export, and security settings.
Pros: 
Quickest way to give “super-user” access.
Cons:
Violates the principle of least privilege.
Risks accidental data exposure or operations.

Use only for very limited “super-admin” roles when absolutely necessary.

Configure Manually (Not Recommended)
For full control, you can tick each module’s view/manage checkboxes one by one.

How it Works

In the Modules column, expand each section (e.g., Clients, Requests) to see sub-modules.
In the View rights column, select “View own” and/or “View all.”
In the Manage rights column, select “Create/Edit,” “Manage own/all,” and/or “Delete.”

Important Rules

Module dependencies: Granting view rights on child modules (like Desks) automatically selects required parent rights (e.g., Projects, Employees).

Manage rights are always manual: You must explicitly grant “Manage own/all,” “Create/Edit,” and “Delete” per module.

Tip: Only use manual configuration when you have very specific permission needs that templates cannot cover.

For most scenarios, selecting a template offers the best balance of speed, clarity, and security. Use All rights sparingly, and reserve manual configuration for advanced use cases where fine-grained control is essential.