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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 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

1. In Schedule, choose the Hamburger menu  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.

6. Choose Save.The role displays in the Roles section.

Assigning permissions to a role

1. With the created role highlighted, in the Role Permissions section you can choose the Role Permissions.
2. Mark or unmark the View, Edit, or Delete columns for the listed areas.
3. Choose the Save icon.

Assigning user roles

A user is limited to one role, although one role may be assigned to more than one user.

1. In Schedule, choose the Hamburger menu  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.
7. Choose Assign Role.

Deleting roles

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

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