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Creating a new role

1. In Schedule, choose select the menu  icon in the top left corner next to Scheduling.
2. Choose Select Administration.
3. Choose Select the User Roles tab.
4. In the Roles section, choose select New Role.

5. In the Role Detail section, enter the Role and Description. 

   Note
   To disable a role, mark the Disabled checkbox.

6. Choose Select Save. The role displays in the Roles section.

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1. With the created role highlighted, in the Role Permissions section you can choose select the Role Permissions.
2. Mark or unmark the View, Edit, or Delete columns for the listed areas.
3. Choose Select the Save icon.

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Assigning user roles

A user is limited to one role, although one role may be assigned to more than one user.

1. In Schedule, choose select the menu  icon in the top left corner next to Scheduling.
2. Choose Select Administration.
3. Choose Select the User Detail tab.

4. In the Users section, choose select the user. 

5. In the User Roles section, choose select Assign Role.
6. In the Available Roles window, mark the Role checkbox.
7. Choose Select Assign Role.

Deleting roles

A role can only be deleted if it is not assigned to users.

1. In Schedule, choose select the menu  icon in the top left corner next to Scheduling.
2. Choose Select Administration.
3. Choose Select the User Detail tab.
4. In the Users section, choose select the user.
5. In the User Roles section, choose select Assign Role.
6. In the Available Roles window, right-click on the role and then choose select Delete.