Roles and Permissions

Modified on Wed, 16 Jul at 3:31 PM

The Users Admin section is where Users are set up and assigned their Roles. It will only be accessible by users with the Client Administrator role.


Roles

Some roles are already set up but you can add as many as required. Click on the Add button to enter a new role:

Permissions

Each Role has Permissions which are shown on the right hand side of the screen when a Role has been selected on the left.

All the different permissions are listed but only those with a green icon are able to be used by that role:

To add more Permissions to a Role, click on the + sign which will automatically switch on the Access button on the right.

To remove a Permission, click on the dustbin icon and this will switch off the Access button.


Assigned Users

Also on the right of the screen there is the Assigned Users tab where you can see which Users have been assigned each Role:






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