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Table of Contents

The Roles tab contains the list of all the user roles available as well as the options to add new roles or edit them. This section display displays information about the existing roles:

...

You have these options available as well:

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titleAdding a new role

Add a role

  1. Click the + Add Role button on the right. Type a role name and a description, then set the permissions for the role.

  2. Select a feature or search it by module name, it will display a list of permissions applicable to that feature. Set the permission to Allow, Deny or Ignore.

  3. After you have finished customizing the role, click Save and the role will be added to the list.

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titleEditing an existing role

Edit a role

  1. In the column Actions, click the menu icon in the row that corresponds to the group you wish to edit and select the option Edit to modify the roles permissions.

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titleAssigning groups

Assign a group to a role

  1. In the column Actions, click the menu icon in the row that corresponds to the role you wish to assign to a group, select Groups.

  2. Search for the group you want to assign by group name, description, created by, modified by or last modified, and click Filter to apply the search values.

  3. Once you have found the desired group click the button Assign Group.

At any time while navigating this page you have to option to Export to Excel the information on the bottom left of the screen.