How do I create a role?

Created by Luke Barrett, Modified on Thu, 21 Dec, 2023 at 10:15 AM by Shaikh Mudassir Khalid

  1. Click on the option Organisation’ from the left navigation bar.

  2. Select the first option User Administration’.

  3. Locate the option 'Roles & Permissions’ on the top left corner of the screen.

  4. Click on the button ‘Add Role’.

  5. A popup form will prompt a text field. This text field requires a name for the new role. Enter a name for the new role. For example, “Admin User” or “Service Desk Analyst”.

  6. Click on the button ‘OK’ to save the record.

  7. Once the role is created, click on the icon ‘>’ located just below the ‘Add Role’ button on the display.

  8. A panel will appear on the right side of the screen consisting of permission levels. Select the desired permissions.

  9. Each permission level will consist of either ‘Full Access’, ‘Read Only’ or a unique set of options.

  10. Once a permission level is selected in a specific area, the plus ‘+’ icon will light up (becomes enabled).

  11. Click on the plus ‘+’ icon to add the selected permission.

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