Creating a Role

Only the system administrator and users with an administrator role can access these features.

Permissions to features and functionality in the Web Client are determined by roles. You can create any number of roles and assign them to any number of users. Alternatively, you can use a default role. A user can have one or more roles assigned to them. You cannot assign a role to a department or team.

To create

  1. On the Administration menu, click New Role.
  2. In the Name box, type a name for the role.
  3. In the Description box, type descriptive information about the role.
  4. Click Save.
  5. Use the Actions tab to add actions to the role.
  6. Use the Users tab to to add or remove users from the role.

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Related Topics

What are Roles?

 

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