Roles

Roles are an easy way to set permissions for a group of users that need to have similar permissions set. Instead of having to go into each user and set their permissions, a role can be created that allows administrators to assign users to that role that contains a set of permissions based on the needs of the role.

For example, most users may only need the ability to create and send out documents, and do not need access to any admin features. A role can be created that contains only the permissions necessary to send out and view documents. Users can then be assigned to that role on the Users screen.

However, setting a user to a specific role does not mean that their permissions cannot be changed on an individual basis. Permissions set on an individual basis will overwrite the current settings set for the role they are assigned to.

Create a role

Create a new role by clicking on the New icon, and entering the basic elements required for access to the system:

Enter a name for the role.
As a starting point, you may click Allow All or Deny All under Permissions.
If the rights or access levels should differ for the role in certain areas, click on the radio button for each option for Allow, or Deny for the following sections:
- Classic Templates
- Documents
- Simple Setup Templates
- Reporting
- Site Administration
Click Save to apply the settings.