Use this page to manage the role groups for the site. Role groups are combinations of roles that are applicable for the site. You may edit, delete, and create new role groups.
Select the "Delete" icon to the right of the name of the group you wish to delete.
Select "Yes" in the confirmation box that comes up.
Select the checkbox in the "Active" column of the role group.
Deselect the checkbox in the "Active" column of the role group.
In the "Create a Group" tab box, enter the name of the new role group in the text box.
Select "Create Group". The page refreshes with tabs for "Details", "Roles", and "Users".
To enter the details for the role group:
Select the "Details" tab. (See Details for additional information.)
Select the "Active" checkbox to activate the group.
Enter a name for the group in the "Group Name" text box.
Enter a description for the group in the "Description" text box.
Select "Save Details" to save your changes.
To assign roles to the role group:
Select the "Roles" tab. (See Roles for additional information.)
Select a role in the "Not Assigned" list box. Select the "Add" button to move that role into the "Assigned Roles" list box and assign the role to the role group. Repeat for each role that should be assigned to the role group.
To assign users to the role group:
Select the "Users" tab. (See Users for additional information.)
Select a user in the "Not Assigned Users" list box. Select the "Add" button to move that user into the "Assigned Users" list box and assign the user to the role group. Repeat for each user that should be assigned to the role group.
Select "Back to Role Groups List" to return to the previous page.
Select the "Group Name" of the role group you wish to modify, or select the "Edit" icon to the right of the group name. The page refreshes with tabs for "Details", "Roles", and "Users".
To make changes to the details of the group, follow the instructions below for "To change a role groups details:".
To make changes to the roles assigned to the group, follow the instructions below for "To change the roles assigned to a role group:".
To make changes to the users assigned to the group, follow the instructions below for "To change the users assigned to a role group:".
Select "Back to Role Groups List" to return to the previous page.
Select the "Group Name" or select the "Edit" icon to the right of the group name. The page refreshes with tabs for "Details", "Roles", and "Users".
Select the "Details" tab. (See Details for additional information.)
Select the "Active" checkbox to activate the group. Deselect the "Active" checkbox to deactivate the group.
To change the name of the group, enter text in the "Group Name" text box.
To change the description of the group, enter text in the "Description" text box.
Select "Save Details" to save your changes.
Select "Back to Role Groups List" to return to the previous page.
Select the "Group Name" or select the "Edit" icon to the right of the group name. The page refreshes with tabs for "Details", "Roles", and "Users".
Select the "Roles" tab. (See Roles for additional information.)
To assign a new role to the role group, select the role in the "Not Assigned" list box. Select the "Add" button to move that role into the "Assigned Roles" list box and assign the role to the role group.
To remove a role from a role group, select the role in the "Assigned Roles" listbox. Select the "Remove" button to move that role to the "Not Assigned" list box and remove that role from the role group.
Select "Back to Role Groups List" to return to the previous page.
Select the "Group Name" or select the "Edit" icon to the right of the group name. The page refreshes with tabs for "Details", "Roles", and "Users".
Select the "Users" tab. (See Users for additional information.)
To assign a new user to the role group, select the user in the "Not Assigned Users" list box. Select the "Add" button to move that user into the "Assigned Users" list box and assign the user to the role group.
To remove a user from a role group, select the user in the "Assigned Users" listbox. Select the "Remove" button to move that user to the "Not Assigned Users" list box and remove that user from the role group.
Select "Back to Role Groups List" to return to the previous page.