Role Management

Overview

A role is a security group which may or may not have access to specific user interfaces or system resources based on your security model.

A role can have a series of users who are provided with the security model defined by the given role.

The User Interface

The role management user interface resides in the Platform Admin Area, under system roles.

Listing Roles

To list current system roles:

1. Navigate to system roles,

2. optionally insert the filtering parameters.

3. The list refreshes automatically.

Creating Roles

You can only define permissions for existing roles.

To create a new role:

1. Navigate to system roles,

2. click on the new button,

3. insert the parameters for the new role,

4. press the submit button.

Editing Roles

To edit an existing role:

1. Navigate to system roles,

2. click on the edit button next to the role you wish to edit,

3. update the parameters for the updated role,

4. press the submit button.

Archiving Roles

To archive an existing role:

1. Navigate to system roles,

2. click on the edit button next to the role you wish to archive,

3. click and confirm the archive button.

Deleting Roles

Instead of deleting roles, you can archive the role

To delete an existing role:

1. Navigate to system roles,

2. click on the edit button next to the role you wish to delete,

3. click and confirm the delete button.

Cloning Role Permissions

To clone the role’s permissions to another role:

1. Navigate to system roles,

2. click on the clone permissions button,

3. select the roles you wish to clone the permissions to,

4. press the clone button.