Create a role
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Clicks Add New Role.
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Enters a descriptive Role Name.
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Under Role Permissions, does one of the following:
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Selects the checkbox of each resource or activity that users assigned the role have permission to access.
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Selects the All checkbox and clears the checkbox of each resource or activity that users assigned to the role do not have permission to access.
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Clicks Save Role.
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Creates as many roles as necessary by repeating these steps.
Modify a role
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For the role to be modified, the company administrator clicks Edit in the Actions column.
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Makes the necessary changes to the name and permission settings.
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When complete, clicks Save Role.
Duplicate a role
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For the role to be duplicated, the company administrator clicks Duplicate in the Actions column.
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Makes the necessary changes to the name and permission settings.
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When complete, clicks Save Role.
Delete a role
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The company administrator finds the role to be deleted In the list of roles.
Only roles without assigned users can be deleted.
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Clicks Delete in the Actions column.
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When prompted to confirm, clicks OK.