Add a New Role

Step 1

Select the Roles option on the main menu.

OrganisationMenuSelection.png

Step 2

Select the Add Role option which appears at the top of the screen.

AddRole.png

Step 3

The general role information window will appear. Fill in the fields as appropriate.

AddRoleGeneral1.png

Name
The role name.

Description
Information about the role.

Enabled
Determines whether or not the role is active and can be assigned to users.

Step 4

When you have finished filling out the general role information, click Next.

AddRoleGeneral2.png

Step 5

The manage menu permissions window will appear.

Use the toggles to specify menu permissions for the new role.

MenuPermissions.png

Toggles
These correspond to main menu options.

Note: The toggle button will be blue if the permission is enabled and white if it is disabled.

When you have finished assigning menu permissions, click Next.

Step 6

The manage event permissions window will appear.

Use the dropdown to allocate permissible events (actions) available to the new role.

EventPermissions1.png

Topic
Selecting a topic from the dropdown will generate selectable toggles.

Step 7

Use the toggles to specify permissible events for a selected topic. 

EventPermissions2.png

Step 8

When you have finished assigning event permissions, click Finish to create the new role. 

EventPermissions3.png

Note: Only click "Finish" once you've configured permissions for every applicable topic.

Step 9

Verify that the newly created role appears in the list. 

Rolelist.png

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