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| Download the Roles training guide. |
Creating a role
To create a role:
Choose the drop-down arrow to the far right of the menu bar.
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Choose Edit Users/Roles.
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In the Users and Roles window, in the Roles tab, choose Add.
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In the Edit Role window, enter the Name of the role you are creating.
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- 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.
Under the Permissions section, choose the permissions that users assigned to this role will have.
Expand title View image Note title Note: 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.
- Choose OK.
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Editing a role
To edit a role:
Choose the drop-down arrow to the far right of the menu bar.
Expand title View image Choose Edit Users/Roles.
Expand title View image In the Users and Roles window, in the Roles tab, choose a role and then choose Edit.
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In the Edit Role window, you can edit name, expiration date, and/or permissions.
Expand title View image - Choose OK.
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Deleting a role
To delete a role:
Choose the drop-down arrow to the far right of the menu bar.
Expand title View image Choose Edit Users/Roles.
Expand title View image 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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- Choose Yes in the confirmation window.
- Choose OK.
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Applying a role to an object
Roles can be applied to objects to limit a specific set of objects/devices to users who have been assigned to the same role. Users with the Admin role will be able to see all of the objects. Multiple roles may be applied to objects. The [ The Object role application rules table indicates if roles may be applied at the top level and the inheritance (if any) to children.
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- Choose Yes and the children beneath this level will be updated to the roles applied at this level.
- Choose No to return to the Object Role Editor and then choose Cancel to close the window.
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Object role application rules
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