User Roles

User Roles

Overview

Administrators can assign roles through the global permissions functionality; a role bundles the permissions its users receive.

Accessing User Roles

To manage user roles, navigate to: ConfigurationUsersUser roles

Role Action Buttons

The system provides five management options for each role:

  • Edit (pencil icon): Modify role name and description
  • Permissions (lock icon): Configure permissions applied to users with this role
  • View (magnifying glass icon): See which users are assigned to the role
  • Export (download icon): Export role as XML for use elsewhere; exported XML can be imported back on the User roles screen
  • Delete (red trash bin icon): Remove the role

Creating a New Role

Click the "Add user role" button and fill in both required fields:

  1. Name: Should be short and easy to understand
  2. Description: Appears on the overview page only

Then click Create.

Related Resources

  • Manage User Groups
  • Introduction to Users Menu
  • Overview - Configuration Tab
  • Manage Users
  • Home Page Settings