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Role management

Roles can be defined in the organization, attached to users and used to map actors.

Logged on with the Administrator profile, you have rights to manage roles as follows:

Create a role

  1. Go to the Organization menu and choose Roles.

  2. Click on the *Create a role* button in the top left corner.

  3. In the pop-up window, enter the avatar (picture) to represent the role (optional).

  4. Enter the name, the display name, and a description of the role.

  5. Click *Create*. The new role will be displayed in the list of roles.

Assign a role to a user

  1. Go to the Organization menu and choose Users. The list of users in the organization will be displayed.

  2. Click on a User.

  3. Click on More

  4. In Memberships, click Add.

  5. Choose the group and role for the user.

  6. Click Add.

Edit a role

  1. Go to the Organization menu and choose Roles.

  2. Click a checkbox to select a role.

  3. Click *Edit.

  4. In the popup window, update the role information.

  5. Click Save.

Delete a role

  1. Go to the Organization menu and choose Roles.

  2. Click a checkbox to select a role.

  3. Click Delete.

  4. In the popup window, click Delete.

More information about a role

  1. Go to the Organization menu and choose Roles.

  2. Click a checkbox to select a role. A list of users who have this role is displayed.