Creating roles

A user must be assigned a role to be considered as Active. The user is considered Active only when a role is assigned.

  1. Select Configuration > Security > Roles.
  2. Click New.
  3. Specify this information:
    Name
    The name of the Role, as displayed in the application.
    Note: You cannot modify this value after the Role is created.
    Description
    A description for the role.
  4. Click the Permissions tab. This tab allows you to assign permissions for a Role, from the pre-defined list.
  5. Select the required permission from the Available list column and click >>. The selected permissions are displayed in the Selected list column and assigned to the role.
  6. Click the Users tab. This tab allows you to define the users for the Role.
  7. Select the users from the Available list column and click >>. The selected users are displayed in the Selected list column and assigned to the Role.
  8. Click Save.
Note: You can modify the details of a Role using the Edit option, on the Role details page.