Overview
Role Management allows you to create and manage access control roles that determine what permissions users have within the system. Through this interface, you can create new roles, modify existing ones, and assign specific permissions to each role.
Managing Roles
Viewing Roles
To view existing roles:
Click User/Role Management and select Role Management.
Browse the list of current roles.
Creating Roles
To create a new role:
In Role Management, click Add Role.
Configure role details:
Enter a descriptive role name.
Add a clear description of the role's purpose.
Assign permissions:
Expand categories to view specific permissions.
Check boxes next to desired permission categories.
Click Apply to save the new role.
After assigning permissions to a role, you can assign the role to users. Select the user or users and click Apply to assign the role.
Updating Roles
To modify an existing role:
Find the role in the list
Click the edit (pencil) icon next to the role name
Make changes in the Edit Role screen:
Modify role name and description.
Add or remove permissions as needed.
Click Apply to save changes.
Deleting Roles
Warning: Role deletion is permanent and cannot be undone. |
To delete a role:
Find the role in the list.
Click the trash can icon next to the role name.
Confirm deletion by clicking Yes when prompted.
Best Practices
Plan role structures before creating users to ensure proper access control.
Use descriptive names that clearly indicate the role's purpose and scope.
Review permissions regularly to ensure roles have appropriate access levels.
Document role purposes in the description field for future reference.