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Security Roles

This section describes how to set and maintain security roles so that you can control who can do, or see what, when

Managing Security Roles

Security Role List

Add a new Role:  RIGHT click the edit pencil next to the Key and select Add New Role.  Enter a name for the role and a short description.

New Role

In this example, all the checkboxes are wrongly selected!

Public Role: This role will be available to all users even when they are not logged in.  You may want this to be the case - but is not good for an administration role!

Auto Assignment:  All new and existing users are automatically assigned to this role - a quick and easy way to give this role to all the registered users

User Assignment:  The user can assign themselves this role during registration

Save the Role by clicking

Editing a Role: LEFT click the edit pencil next to the specific role

Edit Role

Make any changes and click  to save them

Associating Users with a Security Role: Select the role and left click to edit it.  Click the . In our example, since the 'Auto Assignment?' box was checked ALL users have been assigned this role

Manage Security Role

Remove a user from this role, click next to the name. Click  to confirm and the name will be removed from the list

Add a user to this role: Select the name from the User Name list at the top of the page, pick an expiry date if required (no date means no expiry). Click the Update link

Add User to Role

Note: If the 'Send Notification?' box is ticked the user will receive an email stating that the role has been assigned, or removed respectively.

For more information on adding and maintaining users see User Accounts