Difference between revisions of "Add a New Role"

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To add a new role:
 
 
<ol>
 
<ol>
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<li>From the '''Accounts''' menu, select '''Roles'''.</li>
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<li>In the '''Accounts''' menu &rarr; '''Roles'''.</li>
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:The Role List window displays.
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[[Image:RoleListWindow.png|center|300px]]
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<div align="center">
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''Role List Window''
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</div>
 
<li>Click the [[Image:FieldTemplateIcon.png]] button.</li>
 
<li>Click the [[Image:FieldTemplateIcon.png]] button.</li>
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:The Role Editor window displays.
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[[Image:RoleEditorWindow.png|center|500px]]
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<li>Enter a unique role name in the '''Role''' field.</li>
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<div align="center">
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<li>Perform the following actions to assign permissions to or remove permissions from the role:</li>
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''Role Editor Window''
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</ol>
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</div>
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<li>Enter a unique Role name in the '''Role''' field.</li>
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<li>Perform the following actions to assign permissions to or delete permissions from the role:</li>
  
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<center>
 
{| class="wikitable" width="600"
 
{| class="wikitable" width="600"
 
|-
 
|-
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| align="center" colspan="2" | '''Actions to Assign or Remove Role Permissions'''
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| align="center" colspan="2" | '''Actions to Assign or Delete Role Permissions'''
 
|-
 
|-
 
| width="125pt" | '''If you want to…'''
 
| width="125pt" | '''If you want to…'''
 
| width="375pt" | '''Perform these steps…'''
 
| width="375pt" | '''Perform these steps…'''
 
|-
 
|-
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| 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>
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| Assign selected permission(s) to a Role || Select the permission(s) that you would like to add to the Role from the Available Permissions list.
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<li>Click the [[Image:AssignPermission.png]] button.</li>
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Click the [[Image:AssignPermission.png]] button.
 
|-
 
|-
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| Assign all permissions to a role. || Click the [[Image:AssignPermissions.png]] button.
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| Assign all permissions to a Role. || Click the [[Image:AssignPermissions.png]] button.
 
|-
 
|-
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| 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>
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| Delete selected permission(s) from a Role. || Select the permission(s) that you would like to delete from the Role from the Chosen Permissions list.
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<li>Click the [[Image:RemovesPermission.png]] button.</li>
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Click the [[Image:RemovesPermission.png]] button.
 
|-
 
|-
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| Remove all permissions from a role. || Click the [[Image:RemovesPermissions.png]] button.
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| Delete all permissions from a Role. || Click the [[Image:RemovesPermissions.png]] button.
 
|}
 
|}
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</center>
  
 
{{note|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.  
 
{{note|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 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.}}
  
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<ol start="5">
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<li>To save the Role, click the Save button.</li>
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<li>Do one of the following:</li>
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:If the Role is added successfully, the message “Role permissions successfully saved” displays the Role displays in the Role List window.  
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*To save the role, click the Save button.  
 
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:If the role is added successfully, the message “Role permissions successfully saved” displays the role displays in the Role List window.  
 
 
</ol>
 
</ol>
  
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{{Note | The following error message indicates that you have entered a role name that is being used by another role.  
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{{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.}}
  
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<ol>
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*To discard the role name and close the Role Editor window, click the '''Cancel''' button.
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</ol>
 
  
 
{{NavBox HowTo Users and Roles}}
 
{{NavBox HowTo Users and Roles}}
  
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[[Category:ELR]]
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[[Category:NAA]]

Latest revision as of 22:43, 17 June 2017

  1. In the Accounts menu → Roles.
    2. RoleListWindow.png

    Role List Window

  2. Click the FieldTemplateIcon.png button.
    3. RoleEditorWindow.png

    Role Editor Window

  3. Enter a unique Role name in the Role field.
  4. Perform the following actions to assign permissions to or delete permissions from the role:
    5. Actions to Assign or Delete Role Permissions
    If you want to… Perform these steps…
    Assign selected permission(s) to a Role Select the permission(s) that you would like to add to the Role from the Available Permissions list.

    Click the AssignPermission.png button.

    Assign all permissions to a Role. Click the AssignPermissions.png button.
    Delete selected permission(s) from a Role. Select the permission(s) that you would like to delete from the Role from the Chosen Permissions list.

    Click the RemovesPermission.png button.

    Delete all permissions from a Role. Click the RemovesPermissions.png button.
    Note.jpg 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.

  5. To save the Role, click the Save button.
    6. If the Role is added successfully, the message “Role permissions successfully saved” displays the Role displays in the Role List window.
Note.jpg 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.

Click the OK button and create the new role with a unique role name.



Defining Roles, Permissions and Users
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