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Creating a new role

1. In Schedule, choose the Hamburger menu  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 check box checkbox.

6. Choose 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 the Role Permissions.
2. Mark or unmark the View, Edit, or Delete columns for the listed areas.
3. Choose 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 the Hamburger menu  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 check box checkbox.
7. Choose Assign Role.

Deleting roles

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

1. In Schedule, choose the Hamburger menu  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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