Creating a custom role (duplicating)If you want to create a custom role, right-click an existing role name in the Manage Roles view of the User Access window, and select Duplicate Role. Give the new role a name. All permissions selected for the role you duplicated will be selected for the new role.You can add and remove permissions as you like. When you’ve finished modifying the role, click Save. The new role will now appear in the Manage Users view of the User Access window, so you can assign it to the relevant users. Renaming a custom roleYou can rename roles that you’ve created. Simply select the role name you want to rename and type the new name. Note that you can’t rename the default roles. Deleting a custom roleYou can delete roles that you’ve created by right-clicking the role name in the Manage Roles view of the User Access window and choosing Delete Role. If users have been assigned this role, they'll no longer have access to the windows and functions that the role entitled them to access. Note that each user account must have at least one role assigned to them, so if the role you’re deleting is the only role assigned to a user account, you'll need to select an alternative role for them, or make the account inactive (click the Inactive User option in the Manage Users view of the User Access window). You can’t delete the default roles. |