Roles

Use this page to manage the roles that are defined in the system. You can add, delete, and modify roles. You can assign or remove users from those roles. You can also assign or remove privileges for each role.

To create a role:
  1. In the "Create A Role" tab box, enter the name of the new role in the "Role Name" text box.

  2. Select "Create Role". A new page will appear with tabs for "Details", "Users", and "Privileges".

  3. To enter the details for the role:

  4. To assign users to the role:

  5. To assign privileges to the role:

  6. Select "Back to Role List" to return to the previous page.

To delete a role:

Select the "Delete" box to the right of the role.

To edit a role:
  1. Select the name of the role or select the "Edit" box to the right of the name of the role. A new page will appear with tabs for "Details", "Users", and "Privileges".

  2. To change the role's details, follow the instructions below for "To change a role's details".

  3. To change the users assigned to the role, follow the instructions below for "To change the users assigned to the role:".

  4. To change the privileges assigned to the role, follow the instructions below for "To change the privileges assigned to a role:".

  5. Select "Back to Role List" to return to the previous page.

To change a role's details:
  1. Select the name of the role or the "Edit" box to the right of the role you want to change. A new page will appear with tabs for "Details", "Users", and "Privileges".

  2. Select the "Details" tab.  (See Details for additional information.)

  3. To change the name of the role, enter a new name in the "Role Name" text box.

  4. To change the description of the role, enter a new description in the "Description" text box.

  5. Select "Save Details" to save your changes.

  6. Select "Back to Role List" to return to the previous page.

To change the users assigned to a role:
  1. Select the name of the role or the "Edit" box to the right of the role you want to change. A new page will appear with tabs for "Details", "Users", and "Privileges".

  2. Select the "Users" tab.  (See Users for additional information.)

  3. To assign a new user to the role, select the user in the "Not Assigned" list box and select the "Add" button to move the user to the "Assigned Users" list box.

  4. To remove a user from the role, select the user in the "Assigned Users" list box and select the "Remove" button to move the user to the "Not Assigned" list box.

  5. Select "Back to Role List" to return to the previous page.

To change the privileges assigned to a role:
  1. Select the name of the role or the "Edit" box to the right of the role you want to change. A new page will appear with tabs for "Details", "Users", and "Privileges".

  2. Select the "Privileges" tab.  (See Privileges for additional information.)

  3. To add a privilege to the role, select a privilege in the "Not Assigned" list box and select the "Add" button to move it to the "Assigned Privileges" list box.

  4. To remove a privilege from the role, select a privilege in the "Assigned Privileges" list box and select the "Remove" button to move it to the "Not Assigned" list box.

  5. Select "Back to Role List" to return to the previous page.

In this section

Details

Users

Privileges

See also

Users

Role Groups

Privileges