Add Role

The defined roles determine the access permissions for the various functions and data types within the application. Administrators will add and update roles using the Manage Roles window.

 

To add a role, complete the following steps:

 

  1. Select Administration > Manage Roles. The Manage Roles window will display.

  2. Click Add.

  3. Enter the Role Name and Description.

  4. Select the appropriate permission (the permission will be highlighted) and click Add. The permission(s) will appear under Assigned Permissions. Also, you may drag-and-drop the permission from Available Permissions to Assigned Permissions.

  5. Click Submit.

  6. A message will appear indicating that the role was added successfully.

 

 

See Also

Manage Roles Overview

Edit Role

Delete Role