Role Groups Documentation

Introduction

Role Groups are used to manage role-based classifications throughout the system for matter agreements timesheet rate setting and user selection filtering. These role groups help standardize user categorization for billing rates and enable filtered user dropdowns based on specific role classifications. 

Accessing Role Groups

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side
2. Under the Common Master section, click on Role Groups

Role Groups navigation through settings menu showing the Common Master section

Managing Existing Role Groups

The Role Groups page displays all role groups in a table with:

• Role group name (English and Arabic)
• Status
• Edit action button

You can:

• Add new role groups by clicking the Add New button in the top right corner
• Search across all columns to find specific role groups
• Edit a role group by clicking the edit button in the action column
• Change status by editing and updating the active toggle

Existing Role Groups grid

Adding a New Role Group

1. On the Role Groups page, click the Add New button in the top right corner
2. In the form, enter:

Basic Information

• Name (English): Enter the role group name in English
• Name (Arabic): Enter the role group name in Arabic

Status Configuration

• Active: Toggle button set to "Active" (default) or "Inactive"

3. Click Submit to create the new role group

Adding a new Role Group form showing bilingual name fields and status toggle