Roles

Overview

Roles determine what access a user has to the system.  To access roles click the gear icon at the top right, then click "Roles" in the left menu. To sort the list of roles click on the column header name for the criteria you want to sort by.

Adding roles

To add roles complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Roles" in the left menu
3. Click on the "+ New Role" button above the list of roles
4. Enter a name for the role and check the boxes for each area you want users with the role to be able to access
5. Click the "Save" or the "Save + New" button at the bottom of the form

Copying roles

To copy a role complete the following steps:

1. Click on gear icon at the top right
2. Click on “Roles” in the left menu
3. Click on the role that you want to copy
4. Click on the "More" button
5. Click on “Copy”

After completing the steps above a new role will be created which you can then edit and save. 

Editing roles

To edit roles complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Roles" in the left menu
3. Click on the role that you want to edit
4. Click on the "Edit" button
5. Make changes and then click on the "Save" or "Save + New" button at the bottom of the form

Deleting roles

To delete roles complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Roles" in the left menu
3. Click on the role that you want to delete
4. Click on the "More" button
5. Click on "Delete" in the dropdown

Note that roles that are tied to people cannot be deleted.