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  • Roles
    Displays the user roles. You can use the filter fields to narrow the listing of roles by entering a few letters for the role and/or description. This section also contains the New Role and Copy Role buttons.
  • Role Detail
    This section is used to create and/or disable a role.
  • Role Permissions
    You can assign view/edit/delete permissions for the areas listed.

Creating a new role

  1. In Schedule, choose the Hamburger menu menu  icon in the top left corner next to Scheduling.
  2. Choose Administration.
  3. Choose the User Roles tab.
  4. In the Roles section, choose New Role.
  5. In the Role Detail section, enter the Role and Description

    Note

    To disable a role, mark the Disabled checkbox.

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

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

  1. In Schedule, choose the Hamburger menu menu  in the icon in the top left corner next to Scheduling.
  2. Choose Administration.
  3. Choose the User Detail tab.
  4. In the Users section, choose the user. 

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

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

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

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