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Creating and editing roles

Creating and editing roles

Sept 09, 2020

Viewing the list of roles

  1. Click the Setup button on the main toolbar.

  2. Double-click User administration, or click the icon to the left to expand the menu.

  3. Click Roles. 

Creating new roles

  1. Click the Setup button on the main toolbar.

  2. Double-click User administration, or click the icon to the left to expand the menu.

  3. Click Roles.

  4. Click Create new.

  5. In the Create role dialog box, enter a Name for the role. Click Create.

Editing role privileges

Adding/removing privileges from a role will add/remove privileges from the users currently assigned to that role.

  1. Click the Setup button on the main toolbar.

  2. Double-click User administration, or click the icon to the left to expand the menu.

  3. Click Roles.

  4. In the Roles panel, do one of the following:

    • Click on the desired role, select Edit, and then click Edit privileges.

    • Right-click on the desired role and select Edit privileges.

  5. In the Edit role privileges dialog box, click on the desired privileges to grant to or restrict from the role.

  6. Click Update.

Use the Copy privileges from drop-down menu to assign the role privileges already associated with another role or user.

Editing role reports

Adding/removing reports from a role will add/remove reports from the users currently assigned to that role.

  1. Click the Setup button on the main toolbar.

  2. Double-click User administration, or click the icon to the left to expand the menu.

  3. Click Roles.

  4. In the Roles panel, do one of the following:

    • Click on the desired role, select Edit, and then click Edit reports.

    • Right-click on the desired role and select Edit reports.

  5. In the Edit role reports dialog box, click on the desired reports to grant to or restrict from the role.

  6. Click Update.

Use the Copy privileges from drop-down menu to assign the role reports already associated with another role or user.

Editing role names

  1. Click the Setup button on the main toolbar.

  2. Double-click User administration, or click the icon to the left to expand the menu.

  3. Click Roles.

  4. In the Roles panel, do one of the following:

    • Double-click on the desired role.

    • Click on the desired role, select Edit, and then click Edit details.

    • Right-click on the desired role and select Edit details.

  5. In the Edit role dialog box, adjust the Name of the role as needed. Click Update.

Deactivating roles

Once deactivated, the role (along with its associated privileges and reports) is removed from any users with the assigned role.

  1. Click the Setup button on the main toolbar.

  2. Double-click User administration, or click the icon to the left to expand the menu.

  3. Click Roles.

  4. In the Roles panel, do one of the following:

    • Click on the desired role and select Deactivate.

    • Double-click on the desired role, un-check the Active check box, and click Update.

    • Click on the desired role, select Edit, and then click Edit details. In the Edit role dialog box, un-check the Active check box, and click Update.

    • Right-click on the desired role and select Deactivate.