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Creating a new role
- In Schedule, choose the Hamburger menu in the top left corner next to Scheduling.
- Choose Administration.
- Choose the User Roles tab.
- In the Roles section, choose New Role.
In the Role Detail section, enter the Role and Description.
Note To disable a role, mark the Disabled checkbox.
- 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.
- In Schedule, choose the Hamburger menu in the top left corner next to Scheduling.
- Choose Administration.
- Choose the User Detail tab.
- In the Users section, choose the user.
- In the User Roles section, choose Assign Role.
- In the Available Roles window, mark the Role checkbox.
- Choose Assign Roles.
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A role can only be deleted if it is not assigned to users.
- In Schedule, choose the Hamburger menu in the top left corner next to Scheduling.
- Choose Administration.
- Choose the User Detail tab.
- In the Users section, choose the user.
- In the User Roles section, choose Assign Role.
- In the Available Roles window, right-click on the role and then choose Delete.
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