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How to create a Role

This guide will show the reader how to create a new role and assign permissions.

    1. To create a new role, click on your initials in the top right corner of the screen.  

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    2. Then click on ‘System’.  

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    3. Using the left-hand navigation panel, click ‘Roles’.  

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    4. To create a new role, click on the plus symbol in the top right corner of the screen.  

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    5. You will need to give a name and a description for the role. These can be filled out in the ‘Information‘ box; both name and description are a required field.  



    6. The ‘Modules’ box is where you will pick out what modules that role has access to. You will see only the modules you have purchased. Tick the module you want the user to have access too.  



    7. The ‘General’ permissions box is for admin permissions and generic access to modules, such as being able to add people and places.  

    8. The ‘Notifications’ permission box is what the holders of that role will be notified about.  



    9. You will next have the module specific permissions. For these permissions to appear you will need to have the module ticked in the ‘Modules’ section, as seen in part (f). 

       

    10. To enable a permission, read what that permission does and by clicking any part of that permission you will enable that permission.  



    11. When you have gone through and added all the permissions you need for that role, click the green save button in the top right of the page.