Manage roles

Introduction

The Roles node allows you to manage roles to configure permissions, restrictions, and workflow participants in bulk.

This article covers:

• Navigating to the Roles node.
• The Roles node's layout and functionality. 
• Resources for further learning. 

Tip: Explore other ways administrators can customize and configure applications and apps here.

Navigation

Follow the instructions below to go to the Roles node. 

1. Go to Administrator and select an application.

2. Go to Roles using the left navigation. 

You will land on this page: 

View roles

Upon reaching the node, you'll see a list of all the application's roles. 

Manage roles

The Roles tab offers the following actions to manage an application's roles.

Add Role

Add a role. You can then go to the Membership node to add members to these roles.

Remove

Removes the selected role(s).

Refresh

Refreshes the list of roles to the latest on your server.

Edit role name

Hover over a role, select the Edit icon (), and enter a new name. 

Resources

• Administrator Module Overview
• Administrator Module - Membership for Users
• Administrator Module - Membership for Roles
• Administrator Module - Membership for Groups
• Administrator Module - Permission
• Administrator Module - Module Restrictions
• Manage User and Data Security