User Roles
5 min
each account in the system has one or more roles each role has one or more permissions the user roles screen lists all user roles defined in the system add role to add a new role, click the add button give the new role a name and description, the check the permissions the role is granted click apply to save update role to update an existing role, either select it from the list and click the update button, or double click it in the list make any needed changes and click apply to save the system must have at least one default role if the last default role is edited such that it is not the default, the system will not allow the edit to be saved delete role to delete a role, select it from the list and click the delete button the system must have at least one default role if the last default role is attempted to be deleted, the system will not allow the deletion view accounts having role to view all accounts that are assigned a role, select the role in the list and click the view account button the user accounts screen will open displaying the search results of all accounts assigned that role