User Roles

Users are assigned roles and the permissions those roles contain determine what the user can do in the system. Each role will have one or more permissions assigned to it. 

You can create your own roles or select ones from the list of preconfigured roles that come with the system. 

Add a new System/Custom role

1. Navigate to the Roles page and click either the New System Role or the New Custom Role menu item.

2. In the Add System/Custom Role popup, provide a name and description for the role and click Save.

Clone a role

1. Navigate to the Roles page, select the role you want to clone and click the Clone menu item.

2. In the Clone Role popup, provide a name, description and select Custom or System from the Custom/System dropdown. 

3. Click Clone.

View permissions assigned to a role 

To see which permissions are linked to a role: 

1. Navigate to the Roles screen and click on the role. 
2. Click the Permissions menu item to open the Permission History screen. 
3. Scroll down the list of permissions and the ones highlighted in yellow are assigned to the role. 
4. Click Role Permission History to see what permissions were assigned/unassigned to a role. 

5.  Click Role Permission History to see what permissions were assigned/unassigned to a role. 

Assign/unassign permissions to a role 

You can add permissions to a new role you created or to an existing role. 

1. Navigate to the Roles screen and click on the role. 
2. Click the Permissions menu item to open the Permission History screen.
   Permissions are listed beneath their relevant categories. 

3. Select the permissions you require for the role (several can be selected at a time) and click the Assign button that appears. 
4. The rows of the added permission will turn yellow, and the Assigned column will show Yes. 
5. To remove a permission from a role, select the assigned permission and click Unassign that appears. 

Clone a Permission

1. Navigate to the Permissions page, click the permission you want to clone and click the Clone menu item.

2. In the Clone Permission popup, provide a name, description and select a category from the dropdown. 

3. Click Clone.