Manage User Roles

User roles define the permissions and level of access that a user has to specific functions in the system. You can create and manage user accounts on the Roles tab of the User Management pane as described below.

Create A New Role

1. Choose Configuration ‣ User Management from the menu and go to the Users tab.

2. Click Add Role on the top of the tab page.

   Result

   A new row for the user role gets added to the grid under Roles.

3. Enter the name of the new user role in the Name field of the new row.

4. Click in the Actions column to save the new entry.

5. Proceed with assigning users and defining permissions as described in Manage User Roles.

Manage User Roles

Once a user role has been created in the system, you can update its name, assign users to it, set up permissions or delete it using the corresponding button in the Actions column on the Roles tab. See below for more details.

Edit Role Name

1. Click in the Actions column for the required role.

2. Update the Name field in the grid as required.

3. Click in the Actions column to save your updates or if you want to discard your changes.

Assign Users to Roles

1. Click in the Actions column for the required role.

2. In the dialog that opens, select the users that you want to assign to this user role.

3. Click Update to save your changes or Cancel to cancel user assignment.

Set Up Permissions

1. Click in the Actions column for the required role.

2. In the dialog that opens, you will see a list of areas and functions for which you can set permissions (first column of the grid). For each item, you can select the types of permissions that the user with this role can have. The available permission types are:

   Permission Type	Description
   Disabled	The function is disabled for the user and is not visible.
   View	Allows the user to view content but not make any changes.
   New	Allows the user to create new entries in this area.
   Modify	Allows the user to make changes to existing entries.
   Delete	Allows the user to delete entries.
   ExeSchedule
   AppHierarchy
   Option

   Tip

   Use the checkboxes at the top of each column to select the specific permission type for each area in the list.

3. Click Update to save your changes or Cancel to discard them.

Delete Roles

1. Click in the Actions column for the required user role.

2. In the dialog that opens, click Delete to confirm deletion or Cancel to cancel deletion.

   Result

   The user role is deleted from WIP and the entry is removed from the grid.