4.2. Setting up User Roles

Next Video

Chapter 4: Setting up Security and Managing Users
> Step 4.2: Review Default User Roles
> Step 4.3: Create New User Roles
> Step 4.4: Update User Role Permissions
> Step 4.5: Update User Role Responsibilities

Step 4.2

Review default User Roles and delete roles that don’t apply
(Administration > User Roles > Select User Role)

Step 4.3

Create new User Roles
(Administration > User Roles > Add Role)

Step 4.4

Update Permissions for each Role
(Administration > User Roles > Select User Role > Permissions tab)

Step 4.5

Update the Responsibilities for each Role
(Administration > User Roles > Select User Role > Responsibilities Tab)

<< Back to Getting Started

Chapter 4 Videos

4.0. Security Overview
4.1. Create User Groups
4.2. Review User Roles
4.3. [Create New User Roles–covered in video 4.2]
4.4. [Update User Role Permissions–covered in video 4.2]
4.5. [Update User Role Responsibilities–covered in video 4.2]
4.6. Adding Role Links to User Groups
4.7. Inviting and Updating Users

4.2. Setting up User Roles

Chapter 4 Videos

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