Roles

1. What this page is for

The Roles page is used to create and configure permission sets for staff members across the system. It governs which menus and features each position can view, create, edit, or delete. It also restricts access to sensitive data (such as passwords and player bank details), sets per-transaction deposit and withdrawal approval limits, and assigns team placement within the CRM module.

---

2. Before you start

• Required permissions: You must have the 'Role' permission with 'View' access to inspect roles.
  • To create new roles, you need 'Role' permission with 'Create' access.
  • To modify existing roles, you need 'Role' permission with 'Edit' access.
  • To delete roles, you need 'Role' permission with 'Delete' access.
• Rule of privilege delegation:
  • You can only give or revoke permissions that your own account holds. Any permission box you do not hold will be grayed out with a lock icon.
  • The agent's Owner account (Super Admin) automatically holds all system capabilities without needing a role assignment.
• Prerequisites:
  • Define job boundaries (e.g. Customer Support, Finance, Marketing).
  • Determine minimum and maximum approval amount limits per transaction for finance staff.

---

3. Screen layout

From top to bottom, the page includes:

1. Header: Displays page title Roles, description, and the Add role button (plus icon) in the top right.
2. Filter Tabs: Tab strip to switch between All roles, On, Off, and Deleted.
3. Search & Filter Bar:
   • Text input for role name or description.
   • More filters toggle button.
4. Advanced Filters Grid: When expanded, provides date range filters for Created and Edited, as well as typeahead selectors for Created by and Edited by.
5. Table Controls & Refresh: Shows total role count and a refresh button (circular arrow icon).
6. Data Table: Displays row number, role name & description, rights given badges, staff holders count, last edited information, status switch, and action buttons.
7. Pagination: Located at the bottom to navigate pages and adjust rows per page.

---

4. Search and filters

Field / Filter	Type	Options / How to use	Result
Status Tabs	Tab strip	Choose: All roles, On, Off, or Deleted	Filters the role list by active, inactive, or deleted status
Search name or description…	Text input	Type a role name or description and press Enter	Filters table to matching roles
More filters	Button	Click to expand or collapse the filter panel	Shows or hides additional filter fields
Created	Date range picker	Select start and end dates	Shows roles created within this date range
Edited	Date range picker	Select start and end dates	Shows roles edited within this date range
Created by	Typeahead search	Type and select creator staff username	Shows roles created by that user
Edited by	Typeahead search	Type and select updater staff username	Shows roles edited by that user
Clear	Button	Click clear icons on the search bar or filter chips	Resets all filters back to default values

---

5. Data table

Table columns

Column	What you see	Meaning	Badges / Icons
No.	Number string (e.g. 1, 2)	Row index in the table	Gray text
Role	Role name and description snippet	Display name of the role, description, and CRM team persona chip if applicable	Bold text; light blue chip for CRM team persona
Rights given	Group chips and total rights count	Summary of permission sections granted (first 3 chips plus +X count) and total rights (e.g. 12 rights)	Rounded blue chips
Held by	Staff count (e.g. 3 staff or Nobody holds it)	Number of staff members currently assigned this role	Numeric text; gray if 0
Last edited	Date, time, and editor name	Last modification timestamp and account	Date & time with user pill
Status	Toggle switch or status chip	Indicates whether the role can be assigned to staff	Green switch = On, Gray switch = Off (locked if held by staff)
Actions	Action buttons	Action buttons for this row	See details below

Row actions

Button	Icon / Color	Action when clicked	Conditions
Edit	Pencil icon / Blue	Opens the role editor to change rights, limits, or details	Standard editable roles
View	Eye icon / Blue	Opens the role in read-only mode	Shown when lacking edit rights or in Deleted roles tab
Delete	Trash icon / Red	Opens the delete confirmation dialog	Only allowed when status is Off and Nobody holds it
Restore	Power icon / Blue	Restores a previously deleted role to Inactive status	Available only under Deleted tab

---

6. Step-by-step guides

1. Creating a new role

1. Navigate to Staff > Roles from the sidebar.
2. Click the Add role button in the upper right.
3. In the left Role information card:
   • Enter Role name (e.g. Finance Day Shift, max 100 characters; must be unique in this agent).
   • Enter a Description explaining its duties.
4. In the Rights section:
   • Use the Search a page input to quickly locate specific menus.
   • Click action buttons for each page:
     • View: Allows opening and reading the page.
     • Add: Allows creating new records (automatically enables View).
     • Edit: Allows updating records (automatically enables View).
     • Delete: Allows deleting records (automatically enables View).
   • Click Give the whole section to grant all actions across an entire category.
5. In sections with financial limits (such as deposit or withdrawal approvals):
   • Locate the Amount per request panel.
   • Enter Lowest and Highest amounts in THB (enter 0 for unlimited).
6. In the CRM section:
   • Select placement: Not in the CRM team, CRM Head, or CRM Agent.
7. Review the Summary card on the right.
8. Click Save in the bottom action bar.
9. A green confirmation toast Role added will appear.

2. Modifying roles and updating permissions

1. Find the role in the table.
2. Click the Edit (pencil icon) button.
3. Add or remove rights, adjust approval limits, or update the description.

   [!IMPORTANT] Changes take effect immediately for all staff holding this role without requiring them to log out.

4. Click Save.

3. Toggling role status (On / Off)

1. Find the role in the table.
2. Locate the switch in the Status column:
   • Flip to On (Green) to make the role assignable.
   • Flip to Off (Gray) to disable the role.

   [!NOTE] A role cannot be turned off if it is currently held by staff. Reassign those staff members first.

4. Deleting and restoring roles

1. To delete a role:
   • Ensure the role is switched Off and has 0 staff holders.
   • Click the Delete (trash icon) button.
   • Confirm by clicking Delete role in the dialog.
   • The role is moved to Deleted.
2. To restore a role:
   • Open the Deleted tab.
   • Click the Restore button on the row.
   • The role returns to the active list in Off status.

---

7. Add or edit forms

The role editor uses a 2-column layout:

Left column: Role Details & Rights Editor

Field / Section	Required?	What to enter	Example	Validation rules
Role name	Required	Role title	Finance Approval	Max 100 characters; must be unique; cannot be Super Admin
Description	Optional	Scope of responsibilities	Approves deposits up to 50k, no player data access	Up to 255 characters
Search a page	Optional	Search query for menus	Deposit	Filters rights list in real time
Rights (Actions)	Required	Action buttons: View, Add, Edit, Delete	View + Edit on Deposits	You can only grant permissions your own account holds
Amount: Lowest	Optional	Minimum approval amount	100	Decimal number $\ge 0$ (0 = no limit); cannot exceed Highest
Amount: Highest	Optional	Maximum approval amount	50000	Decimal number $\ge 0$ (0 = no limit); cannot be less than Lowest
CRM Team Persona	Required	Single-select radio	Not in the CRM team	Select 1 of 3 options; CRM permissions assigned automatically

Right column: Status & Summary Cards

Card	Content	Purpose
Status	On/Off switch, version number, updater info	Controls role availability; locked from switching off if held by staff
Summary	Total rights count, section count, category pills, holders count	Overview of privileges granted for quick verification before saving

---

8. Popups and dialogs

1. Delete Role Dialog

• Triggered by: Clicking the Delete button on a disabled role with 0 holders.
• Content: Warning message that the role will no longer be assignable to staff.
• Action: Confirm by clicking Delete role, or click Cancel.

2. Version Conflict Dialog

• Triggered by: Attempting to save a role that another administrator updated concurrently.
• Content: Notification that data has changed on the server with an option to reload latest changes.
• Action: Reload the latest data to prevent accidental overwrites.

---

9. Statuses and badge colors

Badge / Status	Color	Meaning	Next Action
On	Green	Role is active and can be assigned to staff	Normal operation
Off	Gray	Role is disabled; cannot be given to new staff	Re-enable when ready or delete if unused
Deleted	Gray / Strikethrough	Archived role; kept for audit purposes	Restore if needed
Category Chips	Blue	Menu categories granted by this role	Review granted areas
CRM Persona	Blue	Indicates CRM Head or CRM Agent designation	Verifies CRM workflow role

---

10. Frequently asked questions / Troubleshooting

• Why is the status switch locked and grayed out?
  • The role currently has staff members assigned to it. System rules prevent disabling active roles. Reassign staff members under Staff List first, then return to switch off the role.
• Why can't I delete a role?
  • Roles must be switched Off and have 0 staff holders before they can be deleted.
• Why are some permission checkboxes grayed out with a lock icon?
  • You can only grant permissions that your own account currently holds. If you lack a permission, you cannot grant it to others. Request elevated rights from your administrator.
• Red error border on financial limits:
  • The Lowest amount cannot be greater than the Highest amount. Check your numbers or enter 0 in both fields for unlimited amounts.
• Do staff members need to re-login after a role is edited?
  • No. Permission changes apply immediately across all active sessions holding this role.