A role is a named collection of capabilities that is used to restrict or allow access to different parts of the application. System roles are roles allocated to individual users and apply throughout the system. Here's how you can create, update, and assign system roles:

  1. Click on the system cog icon to open the system admin page.

 

Creating a System Role

  1. Select the System Roles tab from the top of the window.
  2. Click the Add button.
  3. Give a name to the role.
  4. Select the capabilities that you wish to apply to the role with the radio buttons.
  5. Alternatively, choose a default role from the User Tier section and modify the radio button selections available based on recommendations of allowable privileges for that tier.
  6. Once the needed capabilities are selected, click Save.

A new role is then created.

Updating an Existing Role

  1. Select the System Roles tab from the top of the window.
  2. Click on the role name in the table header column.
  3. From the right-hand panel, click Edit Role. Alternatively, select edit from the Actions drop down in the top toolbar
  4. In the dialog box that opens, use the appropriate radio buttons to allow/disallow the capabilities needed for the role.
  5. Click Save to save the changes.

Assigning a Role to a User

  1. Select the Users tab and find the user(s) who will be assigned a new role. Select the users by checking the selection box in the leftmost column of the table.

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  1. From the Actions dropdown in the top toolbar, select 
  2. Select the capabilities that you wish to apply to the role.
  3. In the dialog box that opens, select Set role. 
  4. From the dialog window, ensure the necessary users are selected and then choose the role to be assigned from the drop down.
  5. Select Set role to accept the changes and apply the new role to the necessary user(s).

By following these steps, you can easily create, update, and assign system roles in your application.