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Creating a new role

1. In Schedule, choose the Menu Hamburger menu  button in the top left corner next to Scheduling.
2. Choose Administration.
3. Choose the User Roles tab.
4. In the Roles section, choose New Role.

5. In the Role Detail section, enter the Role and Description. 

   Note
   To disable a role, mark the Disabled check box checkbox.

   
   

6. 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.

1. In Schedule, choose the Menu Hamburger menu  button in the top left corner next to Scheduling.
2. Choose Administration.
3. Choose the User Detail tab.
4. In the Users section, choose the user.
5. In the User Roles section, choose Assign Role.
6. In the Available Roles window, mark the Role check box checkbox.
7. Choose Assign Roles.

Deleting roles

A role can only be deleted if it is not assigned to users.

1. In Schedule, choose the Menu Hamburger menu  button in the top left corner next to Scheduling.
2. Choose Administration.
3. Choose the User Detail tab.
4. In the Users section, choose the user.
5. In the User Roles section, choose Assign Role.
6. In the Available Roles window, right-click on the role and then choose Delete.

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