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 | 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 | 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 | User Roles.
  3. Select the role.
  4. Click Delete.

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