Understanding Roles and Creating a new role
A role allows a user particular functionality within the portal so that they can perform a task or set of tasks.
Default roles
Taly offers some default roles which can be used while creating a new user.
- Admin
- Senior Finance
- Finance
- Staff
Different roles can access different functionalities on the portal called permissions. If a role has specific permission only then that a user with that role can do that action.

Updated 6 months ago
