A permission role is assigned to users to determine what they can and cannot do. All users are given a default permission role. Only a System Administrator can create a new permission role. 


To create a new role

  • Navigate your Profile menu and select the Admin module
  • Select Permission Role
  • Click the + button to create
  • Provide a unique name
  • Only select default if you want this role to be applied to every user in the system automatically
  • Select a group, if you wish this role to be applied to users of a permission group. If the user is taken out of the group, the user no longer has this permission
  • Add the permissions
  • If this is assigned to a logged in user, the user must log out and log back in to refresh their permissions


To edit a role

  • Select the role you want to edit
  • Edit attributes
  • If this is assigned to a logged in user, the user must log out and log back in to refresh their permissions