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4.2. Setting up User Roles

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

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

Step 4.3

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

Step 4.4

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

Step 4.5

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