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A Role can be assigned to one or more users. A user can be assigned to only one role. User roles can be set up to have different permissions for each application. For more information on Read and Full Access permissions, see Additional Role Permission Information by Application.

Note
  • An administrator cannot edit their

    own

    user account, only another Admin user

    has the ability to

    can do this.

  • Any user

    Users with access to the Admin area cannot edit their

    own

    user

    and/

    or role.

Viewing Roles

The Roles window consists of the applications appearing horizontally across the top. If you have more applications than what is displayed on the window, a scroll

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arrow displays. The Role and its Permissions display vertically beneath each application. To display the permissions, select the drop-down arrow to the left of the Role name.

  1. Select the App Drawer icon.

  2. Select Admin to access the Admin dashboard.

  3. On the Role card, select Manage Roles

  4. On the Roles window, to view the permissions associated with the role, select the drop-down to the left of the Role.

  5. You may need to scroll horizontally to view the appropriate application.

Adding a Role

  1. Select the App Drawer icon.

  2. Select Admin to access the Admin dashboard.

  3. On the Role card, select Manage Roles

  4. Select the Add New Role icon.

  5. In the Create Role window that displays, enter the Role Name and Description.

  6. Select Create.

Editing a Role Name

  1. Select the App Drawer icon.

  2. Select Admin to access the Admin dashboard.

  3. On the Role card, select Manage Roles

  4. On the Roles window, select the Role from the Role drop-down.

  5. Select the Edit Role icon.

  6. In the Edit Role window, update the Role Name.

  7. Select Update.

Editing a Role Description

  1. Select the App Drawer icon.

  2. Select Admin to access the Admin dashboard.

  3. On the Role card, select Manage Roles

  4. On the Roles window, select the Role from the Role drop-down.

  5. Select the Edit Role icon.

  6. In the Edit Role window, update the Role Description.

  7. Select Update.

Deleting a Role

A role may be deleted if it is not assigned to any users.

  1. Select the App Drawer icon.

  2. Select Admin to access the Admin dashboard.

  3. On the Role card, select Manage Roles

  4. On the Roles window, select the Role from the Role drop-down.

  5. Select the Delete Role icon.

  6. In the message that displays, Confirm that the role is to be deleted. You may need to refresh your browser to verify that the Role has been deleted.