Roles & Agreements

Available to: Admin, Super Admin (managing any user), All Users (managing own roles)

Roles define what a user can do on the platform. Each role requires accepting a role agreement, verified via OTP.

Role Statuses

Status	Description
Active	Role is active and user has full access to role-based features
Under Review	Role acceptance is being reviewed
Suspended	Role is temporarily suspended (with date range)
Blocked	Role has been blocked by admin
Declined	Role was declined by user or admin
Inactive	Role is no longer active

Viewing Roles

On the User Account page, the Role Card displays:

• All active roles with agreement date and effective-from date
• Status badge for each role
• Link to view the full role agreement
• Option to view inactive roles (under review, blocked, suspended, declined)

Adding a Role

1. Navigate to Account → Role and click Add Role
2. Select a role from the available roles list (grouped by category)
3. Review the role agreement PDF
4. Click Accept to agree to the terms (or Decline to reject)
5. Complete OTP verification — an OTP is sent to the user's registered mobile
6. On successful verification, the role is activated and permissions are updated

note

OTP verification is required to prevent unauthorized role acceptance. The user's ACL (access control) permissions are updated immediately after verification.

Terminating a Role

1. Open the active role from the Role section
2. Click Terminate
3. Enter a termination reason
4. Confirm — the role moves to inactive status

Inactive Roles

Inactive roles are displayed separately and include:

• Roles that are Under Review — awaiting admin action
• Blocked roles — with blocked-by details
• Suspended roles — with suspension date range
• Declined roles — with decline reason

Admins can view the full history of role changes for any user.