Difference between revisions of "Add a New Role"
From IMSMA Wiki
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<li>Click the [[Image:FieldTemplateIcon.png]] button.</li> | <li>Click the [[Image:FieldTemplateIcon.png]] button.</li> | ||
:The Role Editor window displays. | :The Role Editor window displays. | ||
| − | <li>Enter a unique | + | <li>Enter a unique Role name in the '''Role''' field.</li> |
<li>Perform the following actions to assign permissions to or remove permissions from the role:</li> | <li>Perform the following actions to assign permissions to or remove permissions from the role:</li> | ||
</ol> | </ol> | ||
| Line 16: | Line 16: | ||
| width="375pt" | '''Perform these steps…''' | | width="375pt" | '''Perform these steps…''' | ||
|- | |- | ||
| − | | Assign selected permission(s) to a | + | | Assign selected permission(s) to a Role || <ol><li>Select the permission(s) that you would like to add to the Role from the Available Permissions list.</li> |
<li>Click the [[Image:AssignPermission.png]] button.</li> | <li>Click the [[Image:AssignPermission.png]] button.</li> | ||
|- | |- | ||
| − | | Assign all permissions to a | + | | Assign all permissions to a Role. || Click the [[Image:AssignPermissions.png]] button. |
|- | |- | ||
| − | | Remove selected permission(s) from a | + | | Remove selected permission(s) from a Role. || <ol><li>Select the permission(s) that you would like to remove from the Role from the Chosen Permissions list.</li> |
<li>Click the [[Image:RemovesPermission.png]] button.</li> | <li>Click the [[Image:RemovesPermission.png]] button.</li> | ||
|- | |- | ||
| − | | Remove all permissions from a | + | | Remove all permissions from a Role. || Click the [[Image:RemovesPermissions.png]] button. |
|} | |} | ||
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<ol start="5"> | <ol start="5"> | ||
| − | <li> | + | <li>To save the Role, click the Save button.</li> |
| − | + | :If the Role is added successfully, the message “Role permissions successfully saved” displays the Role displays in the Role List window. | |
| − | :If the | ||
</ol> | </ol> | ||
| − | {{Note | The following error message indicates that you have entered a | + | {{Note | The following error message indicates that you have entered a Role name that is being used by another Role. |
::Role name ___ already in use. Please enter a unique role name. | ::Role name ___ already in use. Please enter a unique role name. | ||
Click the '''OK''' button and create the new role with a unique role name.}} | Click the '''OK''' button and create the new role with a unique role name.}} | ||
<ol> | <ol> | ||
| − | |||
</ol> | </ol> | ||
{{NavBox HowTo Users and Roles}} | {{NavBox HowTo Users and Roles}} | ||
| − | [[Category: | + | [[Category:NAA]] |
Revision as of 16:20, 26 September 2016
To add a new role:
- From the Accounts menu, select Roles.
- The Role List window displays.
- Click the
button. - The Role Editor window displays.
- Enter a unique Role name in the Role field.
- Perform the following actions to assign permissions to or remove permissions from the role:
| Actions to Assign or Remove Role Permissions | |
| If you want to… | Perform these steps… |
| Assign selected permission(s) to a Role |
|
| Assign all permissions to a Role. | Click the  button.
|
| Remove selected permission(s) from a Role. |
|
| Remove all permissions from a Role. | Click the  button.
|
 |
To select multiple permissions that are listed one after another, hold down the [Shift] key and click the range of permissions that you would like to select.
To select multiple permissions that are not listed one after another, hold down the [Ctrl] key and click the permissions that you would like to select. |
- To save the Role, click the Save button.
- If the Role is added successfully, the message “Role permissions successfully saved” displays the Role displays in the Role List window.
| |
The following error message indicates that you have entered a Role name that is being used by another Role.
Click the OK button and create the new role with a unique role name. |
| ||||||||||
