Define the default roles

Assign various roles to your customers so that they can access your product at different levels.

This is a space where you can add default roles to your product.

To add a new default role, click on Add Role.

To publish a product it is necessary that this product has atleast one role. To add more roles to this published product you need to enable the toggle button found in the default role tab.

Click Add Role and you will be taken to a page where you will view the following tabs:- Basic Info, Permissions, Menus, Summary.

Give a Name for the New Default Role that your are creating. The default role for a product is created based on the target customer type (Business or Individual) chosen while creating the product. Accordingly, the customer belonging to the category that has been selected will receive that particular default role. In case both the customer type has been selected while creating product, then the default role will be applicable to all the customers.

In case you want access to all the permissions (existing and those that will be created) of the product, then you will need to check the All Permissions check box.

In case you want only specific permissions, you can link it here.

Choose the menus that have been linked in the feature section.

SUMMARY

• This will display the associated permissions, linked menus and the menu tree developed for creating a default role.

• Click Finish and the new default role is now created.

Once a default role and pricing plan has been created, the product is ready-to-be-published.