Creating New Security Roles

In additional to Organizational Security (i.e. Users can only see content associated to the same Organizations as they are), security can also be configured based on the User’s role. To create a new Role in the application, perform the following steps:

1. Browse to the Admin page via the gear icon, then click Roles and Permissions in the Security Access section. This displays the Manage Roles page.

2. Click Create Role in the top right corner to display the Create A New Role page.

3. There are several options on this page:

   1. Name: Name of the new role.

   2. Email Address: Notifications sent to this role will be sent to this e-mail address(optional).

   3. Description: Description of the new role, displayed on the Manage Roles page (optional).

   4. Select Template Role: The newly created role will initially be a copy of the selected role. If no template role is selected, only very basic permissions are enabled for the new role.

   5. Select Roles that can manage this role: Check the box(es) for any role(s) that can manage this new role (i.e. configured permissions, preferences, etc.). This can be changed via Role to Role Management.

   6. Close: Click to return to the Manage Roles page.

   7. Save: Click to create the new role.

4. After entering the desired settings and clicking Save, the new role is displayed on the Manage Roles page. You can now adjust the role’s permissions and any role scoped preferences.