Page Comparison

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• Creating a role
• Editing a role
• Deleting a role
• Applying a role to an object
• Object role application rules

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Creating a

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role 

To create a role:

1. Choose the drop-down arrow to the far right of the menu bar. 

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2. Choose Edit Users/Roles. 

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3. In the Users and Roles window, in the Roles tab, choose Add. 

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4. In the Edit Role window, enter the Name of the role you are creating. 

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5. The Expires date defaults to one year from the current date, however you can edit this date.  When the role expires, the user will no longer have access to Connect.

6. Under the Permissions section, choose the permissions that users assigned to this role will have. 

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   If you have several check boxes to mark, choose the Admin check box to mark all of the check boxes and then remove the marks you don't need.

   
   

7. Choose OK.

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Editing a role

To edit a role:

1. Choose the drop-down arrow to the far right of the menu bar. 

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2. Choose Edit Users/Roles. 

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3. In the Users and Roles window, in the Roles tab, choose a role and then choose Edit. 

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4. In the Edit Role window, you can edit name, expiration date, and/or permissions. 

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5. Choose OK.

 

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Deleting a role

To delete a role:

1. Choose the drop-down arrow to the far right of the menu bar. 

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2. Choose Edit Users/Roles. 

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3. In the Users and Roles window, in the Roles tab, choose a role and then choose Delete.Users assigned to this role will not have log in Connect. 

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4. Choose Yes in the confirmation window.
5. Choose OK.

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