You can define as many roles as you need for your workflow.
You can either modify an existing role or create a new role. The roles are immediately available to be assigned to both customer users and staff users.
In the Roles area, perform any of the following tasks:
To Do This Create a new role
- In one of the following categories; System Roles, Customer Roles, or Job Roles, click the plus button .
A new Untitled Role is added to the list of roles and the role's details appear in the right pane. - In the Role Name box, type a unique name for the role.Tip: Type a name that describes the purpose of the role—for example, Approver.
- Select the user rights that are appropriate for the role.
Rename an existing role
- Click the old role name row.
- In the right pane, in the Role Name box, type a new name for the role.
Modify the user rights for an existing role
- Click the old role name row.
- Select the user rights that are appropriate for the role. Clear the check boxes for any rights that are not appropriate for the role.
- In one of the following categories; System Roles, Customer Roles, or Job Roles, click the plus button .
- Click Save.
If you have modified an existing role, all users and user groups that had the old role are immediately updated with the new role.