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Adding and editing a new Access role
Who is this article for?Administrators who want to learn to add and edit new Access roles.
Administrator permissions are required.
This guide walks you through the process of creating and modifying Access roles, a fundamental skill for maintaining a dynamic and secure permission system in your organisation.
1. Adding a new role
Video: Add and Edit Roles
To add a new role, from the Roles page:
- Click Add New.
-
Complete the fields.
-
Click Save to save the role.
The details captured for each role may vary slightly between each system configuration. Fields marked with * are mandatory.
1.2. Definition of fields
|
Name |
Definition |
|---|---|
|
Name |
Enter the name of the role. |
|
Description |
Enter a description. |
|
Application |
Select the application/ module the role applies to. |
|
Auto Allocate |
This feature will not display if Access Profiles are utilised. Select 'Yes' to auto allocate the role to all new user account created in the system. This does not work in hindsight and will only apply to new user accounts created post this selection. |
|
Access Privileges |
Once the application/ module has been selected, a list of access privileges appears. Tick the privileges which are to apply to the role. |
|
Users |
Select users to be assigned the role
|
2. Editing a role
To edit an existing role, from the Roles page:
-
Locate the specific role using relevant filters.
-
Click Edit to the far right of the role.
-
Adjust fields as required.
-
Click Save.
If a user's role changes or privileges in a role they already have been assigned to change, the user will need to log out and back in to the system for the changes to take affect.
3. Copying a role
Video: Copy & Archive Roles
If a new role needs to be created and a similar role exists, copying the existing role and making the necessary changes may be an easier option.
To copy an existing role, from the Roles page:
-
Locate the specific role using relevant filters.
-
Click Actions to the far right of the role.
-
Click Copy.
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Make necessary changes.
-
Click Save.
Note: The users assigned to the original role will not be copied.