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Choose the drop-down arrow to the far right of the menu bar.
Expand title Click here to expand... 
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 Click here to expand... Note 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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- Choose the Configuration Explorer
icon, and then expand Campuses and then expand the campus name.
Right-click on the Site name.
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- Choose Edit Roles.
In the Object Role Editor, mark/unmark the Can Read and/or Can Edit check boxes next to the roles.
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Note title Note: Your user role will not be visible.
- Choose OK. All Areas beneath this Site will have the same roles applied.
- If you apply roles to a level above the Site, a message asks if it is okay to apply the changes to all of the selected objects, which are the children beneath the object that is selected based on the rules defined in the Object role application rules table.
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Object | Apply to Top-Level | Inheritance to children | Additional information | ||||
|---|---|---|---|---|---|---|---|
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.
| ||||
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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