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Download the Roles training guide.
Creating a role 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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Object | Apply to Top-Level | Inheritance to children | Additional information | |||||
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Agents | Yes | All children | A role applied at any level is applied to children. | |||||
AutoReports | No | N/A | Roles cannot be applied to any children. | |||||
Campuses (Sites, Areas) | Yes | All children | A role applied at any level is applied to children | |||||
Energy | No | Inheritance depth is one level. | A role applied to sub-level 1 is applied to sub-level 2, but not to sub-level 2 children. | |||||
Profiles | No | Inheritance depth is one level. | A role applied to sub-level 1 is applied to sub-level 2, but not to sub-level 2 children. | |||||
Reports | No | No | Roles may only be applied to reports.
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Watchdogs | No | Inheritance depth is one level. | A role applied to sub-level 1 is also applied to sub-level 2, but not to sub-level 2 children. |
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