This lesson will show you how to setup your own custom role to assign to new and/or existing user accounts.
User Administration

Click on Role Administration
Role Administration

1. Click on New Role to create your custom role
2. Click on the Badge icon to edit an existing custom role or the red X to delete the role
New Role

1. Type in the name of your custom role
2. Choose an existing role to use as a base template if desired
3. Scroll through the list of available permissions: Checked options are active permissions and unchecked options will be denied to the role
Customize Permissions and Save

Click Save to complete creating your new role
Created Role

Your custom role is now listed on Role Administration
Assigning the Role to a User

Click on User Administration
Assigning the Role, Cont.

1. Add a New User
OR
2. Edit an existing User's Permissions
New User Role Assignment

Choose your Custom Role from the Role drop down menu
Edit Existing User Role

Choose your custom role from the drop down
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