User Roles: Create, View, Edit, Delete

To see a list of all user roles:

 

To view or edit a role:

  1. Go to Actions and Settings | Users and Roles | Manage User Roles.
  2. Click the name of the role. The User Role Summary page appears. All of the settings for the role are shown on the page.
  3. Click Edit. A series of pages begins.
  4. Complete each page in the series and click Finish at the last page.

 

To create a new role:

  1. Go to Actions and Settings | Users and Roles | Manage User Roles.
  2. Click Add a New Role. A series of pages begins.
  3. Complete each page in the series and click Finish at the last page.

 

To delete a role:

  1. Verify that there are no User IDs assigned to the role you want to delete. The system will not permit you to delete a role with assigned user IDs.
  2. Go to Actions and Settings | Users and Roles | Manage User Roles.
  3. Select the role.
  4. Click Delete.

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