Managing Roles and Groups

To manage roles and groups, the following permissions are required:

• Roles - Write
• Groups - Write

Creating Roles and Groups

To create a role or group:

1. Click the View Roles & Permissions lock icon to access the Roles and Groups mode.
2. Click either the Roles or Groups tab.
3. Click the blue Create icon to create a new role or group.
4. In the popup, enter the desired title for the role or group.
5. Click Ok.

Editing Roles and Groups

To edit an existing role or group:

1. Click the View Roles & Permissions lock icon to access the Roles and Groups mode.
2. Click either the Roles or Groups tab.
3. Click the desired role or group. A detail panel appears for the selected role or group.
4. Make the desired changes to the title or permissions allowed on this role or group.
5. Click Update.

Deleting Roles and Groups

Roles or groups that are no longer necessary can be deleted.

Note

A group or role can only be deleted if there are currently 0 users assigned to it.

To delete a group or role:

1. Click the View Roles & Permissions lock icon to access the Roles and Groups mode.
2. Click either the Roles or Groups tab.
3. Locate the desired role or group and click the corresponding delete (trash can) icon.
4. In the confirmation dialog, click Yes to confirm the deletion.