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A user role is a set of permissions for actions available within an application. A role can be assigned to one or several users. User roles can be set up to have different permissions for each application. Applications are displayed as icons above the permissions listings. 

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Note

An administrator cannot edit their own user account, only another Admin user has the ability to can do this. Any A user with access to the Admin area cannot edit their own user and/or role.

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  1. From Admin, choose the ROLES Image Removed icon.
  2. On the Roles page, choose the Role.
  3. Choose the application to review the Role permission settings. 


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  1. From Admin, choose the ROLES Image Removed icon.
  2. Choose the New Image Removed icon located at the bottom of the page.
  3. In the window that displays, enter the ROLE NAME and DESCRIPTION.
  4. Choose CREATE.

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editing a role
editing a role
Editing a Role

Administrators have the ability to can edit or remove a user who is actively logged in. 

  1. Choose the Admin Image Removed icon.
  2. Choose the ROLES Image Removed icon from the left navigation pane.
  3. On the Roles page, choose the ellipsis button Image Removed to button to the right of the Role.
  4. Choose Edit Role.
  5. Update the Role information (name and description) and then choose SAVE.

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updating permissions
updating permissions
Updating Permissions

  1. Choose the Admin Image Removed icon.
  2. Choose the ROLES Image Removed icon from the left navigation pane.
  3. Choose the Role name and then choose the appropriate application icon to display the permissions.
  4. Update the permissions and then choose SAVE.

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A role may be deleted if it is not assigned to any users.

  1. Choose the Admin Image Removed icon.
  2. Choose the ROLES Image Removed icon from the left navigation pane.
  3. On the Roles page, choose the ellipsis button Image Removed to button to the right of the Role.
  4. Choose Delete Role.
  5. In the message that displays, confirm that the role is to be deleted.