Add / edit a role

Adding roles is done from Administration > Setup > Roles

On the screen you see Heather (1) and List (2).

In the Header, you see an Add button that allows you to add a role.

Adding a role:

(1) Heir of

You specify the parent role under which you want to create a new role (where in the role hierarchy the new role is located). Displays all roles entered in a tree structure.

(2)Role name

You enter the name of the new role, free text.

(3)Description

Enter a description of the role, free text.

(4)Users

You specify which users will participate in the role by highlighting a specific user and moving them to the right box using the arrows. Selecting a user is done by double-clicking or using the arrows between the two lists. In the list on the left, you see all users, and in the list on the right, you see the users you have selected for the role.

(5)History

Shows all changes by role.

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