Roles are a convenient mechanism that allows you to specify the typical rights for a group of users and to later manage rights in a single location. Users that are assigned to a role may still be set to use distinct individual settings, or they may be configured to inherit all user settings from the role.
Create a new role by clicking on the New icon, and entering the basic elements required for access to the system:
- Enter a name for the role
- As a starting point, you may click "Allow All" or "Deny All" under Permissions.
- If the rights or access levels should differ for the role in certain areas, click on the radio button for each option for "Allow", or "Deny" for the following sections:
- Document Templates
- Site Administration
- Click save to apply the settings
Click edit and enter the value of the field you wish to modify for the role name. If you want to change the access for the role within a specific area, locate the section using the scroll bar and click on the radio button to select the access level (allow, deny, or inherit (allow)).