Manage User Roles

Those with System Administration permissions have access to managing User Roles. A set of defined User roles is pre-loaded in the system, such as Security Administrator and Coordinator, where a group of system privileges are combined into a single, assignable role. When you assign a user to a User Role, that staff member is given all the privileges assigned to that role.  

When you make edits to a User Role, this will affect all users assigned that role. You can also create a new User Role and assign only specific privileges to that role. 

Creating a New User Role 

1. Go to the Manage User Roles screen. (Security > Manage User Roles)

   

2. 2. Select CREATE USER ROLE. Enter the Role Name

3. 3. Enter the Role Description. This is an important way to define the role. For example, a Role called “Reporter” may be someone that runs reports and has access to the reporting module but may not have access to the Scheduling module. 

4. 4. Select a privilege and use the assignment buttons to move privileges between the Available Privileges and Assigned Privileges fields. Available Privileges are all privileges available that can be assigned. Assigned Privileges represent all privileges currently assigned to this user. 
5.  
6. To add or remove privileges, select from either column, then use the arrow buttons to move the role between the Available Privileges and Assigned Privileges columns. If needed, you can assign multiple privileges to a user.  

 

5. Select SAVE CHANGES. 

Modifying a User Role 

You can use the Manage User Roles screen to edit existing user roles. 

1. 1. In the Manage Users screen, select the ROLE NAME you need to edit. 

  

2. 2. Change the system privileges for the role by moving them between the Available Privileges field and the Assigned Privileges field. 

 

3. 3. Select SAVE CHANGES. 

 

Deleting User Roles 

If you created a User Role that you no longer need, you can delete it. 

1. 1. Go to the Manage User Roles screen. 

2. 2. Select the Delete icon (). 

 

3. 3. In the pop-up window, choose Yes, DELETE. To discard changes, click CANCEL. This removes the user role you added.