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Create a Role when a repeatable set of permissions is needed for one or more users.

What to Check

  1. Open Settings > Users > Roles and click New.
  2. Enter Name and Description.
  3. Search or expand permission groups.
  4. Select only the required permissions.
  5. Click Save, then assign the Role to users.

Current Jitra Workflow

Review every selected permission before saving, especially organization, billing, user, delete, and subscription-management permissions.
Creating a Role screen on Jitra staging

Reviewing the Result

Confirm the saved or displayed information matches the intended Object, users, period, and Organization workflow.

If the Issue Continues

Review required fields, access permissions, available data, and Organization limits. Contact an Organization administrator or Jitra support when the required control is unavailable.