Configure Role

Configuring a Role involves assigning permissions to it and defining what actions and resources the role can access.

Steps to Configure a Role:

1. Navigate to the Roles Section

   • Click on the Security icon in the Primary Navigation Bar.

   • Select Roles to open the Roles section in the Secondary Left Panel.

2. Select the Role to Configure

   • Click on the desired role from the list in the Secondary Left Panel.

   • The Role page will open on the right side of the panel, displaying the role's details and associated permissions.

3. Assign Permissions

   • Tabs & Actions Bar:

     • The Role page includes a tab called Assigned Permissions, which lists all permissions created in the system.

     • Each permission is accompanied by a checkbox that you can select or deselect to assign or remove the permission from the role.

       

       
4. Add New Permissions (Optional)

   • If you need to add new permissions directly, click the New Permissions button in the Tabs & Actions Bar. This opens a shortcut for adding new permissions without navigating back to the Permissions section.

     
5. Save Changes

   • After selecting or deselecting the permissions, click the Save button in the Tabs & Actions Bar to apply the changes.

     
   • If you attempt to leave the page without saving, you will be prompted with a message to confirm if you wish to discard your changes.

Ensure to save any changes made to the permissions to reflect the updates accurately in the role configuration.