User Roles

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:

Select a role in the list to manage it:

Add Role

To add a new role, click the New Role button:

Give the new role a name and description, the check the permissions the role is granted. Click Apply to save.

Edit Role

To update an existing role, either select it from the list and click the Edit Role menu option, or double-click it in the list:

Make any needed changes and click Apply to save.

View Accounts Having Role

To view all accounts that are assigned a role, select the role in the list and choose the "view accounts having this role" option.

The User Accounts screen will open displaying the search results of all accounts assigned that role:

Delete Role

To delete a role, select it from the list and choose the Delete menu option.