How do I create a new Role?

Roles enables you to define access to the different areas of the platform.

To create a new Role - 

1. Within Roles click Create Role

   
2. Give the new Role a title e.g. Trustee
3. Complete 'Role Description' if required
4. Choose permissions from within Available Privileges by clicking on each title until you have selected all that are required
5. When all permissions have been selected click  to populate the Granted Privileges column
6. To save the Role, click Create Role

To edit an existing Role - 

1. Click the title of an existing Role and select Edit
   
2. If removing access, click on each title from the Granted Privileges column until you have selected all that are required and click 
   
3. If adding more permissions choose from within Available Privileges by clicking on each title until you have selected all that are required and click 
4. To save the Role, click Save Role

To delete an existing Role - 

1. Click the title of an existing Role and select Delete
2. Confirm your decision
3. Roles cannot be deleted if they are being used, a warning will display informing you of this

To learn how to assign a Role to a User please click here