Knowledge Base/Account/Users

Role Manager

Alison Groves
posted this on October 13, 2010 05:35 PM

About Role Manager


Use Roles to control access rights to Profiles and features. The Role Manager is where Admins create Roles, which then can be applied to each sub-user or read-only user in the User Manager.

Access to Role Manager

Only Admins can create or edit Roles. Be sure that you're logged in as a user with Admin access to make these changes.

Unrestricted Role

Unrestricted is a predefined role that you cannot edit. Assigning a user to this role will allow access to all possible features. Admin users in your agency will be automatically assigned to this role for new profiles that they create.

Edit and Delete Roles

To edit a Role that you have already created, click Gear Icon > Edit next to the role or to delete it click Gear Icon > Delete next to the role.


Add a Role

To create a sub-user role or read-only user, do the following:

    1. Go to Preferences > Role Manager.
    2. Click on the Add Sub-User or Read-Only button.

      Screen_Shot_2013-08-13_at_6.23.36_AM.png or  Screen_Shot_2013-08-13_at_6.23.42_AM.png 
    3. Name the Role and add a Description.

    4. Set Access Levels: Sub-users have Full Access, Read-Only and No Access options. Read-Only users have Read-Only and No Access options. Some features don't have a Read-only option.

      Checking the Full Access button grants all access to the particular tool. Read-only allows a user to see the data but not edit or make changes. None hides the feature completely from the user. Make your selections for each category for this new Role.

    5. Click the Save Role button.



Read our Add a New User article for more information on setting up a user for the first time.

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