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- Roles
Displays the user roles. You can use the filter fields to narrow the listing of roles by entering a few letters for the role and/or description. This section also contains the New Role and Copy Role buttons. - Role Detail
This section is used to create and/or disable a role. - Role Permissions
You can assign view/edit/delete permissions for the areas listed.
Creating a new role
- In Schedule, choose the Hamburger menu menu icon in the top left corner next to Scheduling.
- Choose Administration.
- Choose the User Roles tab.
- In the Roles section, choose New Role.
In the Role Detail section, enter the Role and Description.
Note To disable a role, mark the Disabled checkbox.
- Choose Save. The role displays in the Roles section.
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A user is limited to one role, although one role may be assigned to more than one user.
- In Schedule, choose the Hamburger menu menu in the icon in the top left corner next to Scheduling.
- Choose Administration.
- Choose the User Detail tab.
In the Users section, choose the user.
- In the User Roles section, choose Assign Role.
- In the Available Roles window, mark the Role checkbox.
- Choose Assign Role.
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A role can only be deleted if it is not assigned to users.
- In Schedule, choose the Hamburger menu in icon in the top left corner next to Scheduling.
- Choose Administration.
- Choose the User Detail tab.
- In the Users section, choose the user.
- In the User Roles section, choose Assign Role.
- In the Available Roles window, right-click on the role and then choose Delete.
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