Working with User Roles

A user role is a set of permissions for actions available within an application. A role can be assigned to one or several users. User roles can be set up to have different permissions for each application. Applications are displayed as icons above the permissions listings. 

Click here to expand...

An administrator cannot edit their own user account, only another Admin user can do this. A user with access to the Admin area cannot edit their own user and/or role.

Viewing Roles

1. From Admin, choose the ROLES icon.
2. On the Roles page, choose the Role.

3. Choose the application to review the Role permission settings. 

Adding a Role

1. From Admin, choose the ROLES icon.
2. Choose the New icon located at the bottom of the page.
3. In the window that displays, enter the ROLE NAME and DESCRIPTION.
4. Choose CREATE.

Assigning Role Permissions

1. On the Roles page, choose the Role.
2. On the right side of the page, choose the appropriate Application icon.
3. The available permissions display below the application icon row.
4. Mark the permissions to assign to the Role. If you have additional applications with permissions to assign to this Role, you can set those at this time or you can set those up later.
5. Choose SAVE.
6. If needed, continue setting up additional user Roles.

Editing a Role

Administrators can edit or remove a user who is actively logged in. 

1. Choose the Admin icon.
2. Choose the ROLES icon from the left navigation pane.
3. On the Roles page, choose the ellipsis button to the right of the Role.
4. Choose Edit Role.
5. Update the Role information (name and description) and then choose SAVE.

Updating Permissions

1. Choose the Admin icon.
2. Choose the ROLES icon from the left navigation pane.
3. Choose the Role name and then choose the appropriate application icon to display the permissions.
4. Update the permissions and then choose SAVE.

Deleting a Role

A role may be deleted if it is not assigned to any users.

1. Choose the Admin icon.
2. Choose the ROLES icon from the left navigation pane.
3. On the Roles page, choose the ellipsis button to the right of the Role.
4. Choose Delete Role.
5. In the message that displays, confirm that the role is to be deleted.