Roles

The Roles tab is a matrix of permissions against roles. It is where you decide what each kind of user at your institution can see and do.

Before you start

• You need the manage roles permission.
• Open Administration → Roles.
• Read Roles and what they can see for the stock roles.

Read the matrix

Rows are permissions, grouped by product area, each with a short description. Columns are roles; each header shows how many permissions and how many users the role has, and marks the institution’s default role.

Grant or remove a permission

Select a cell to grant the permission to that role, or select it again to remove it. The change applies on the next request for everyone with the role; nobody needs to sign in again.

Create a role

1. Select Create role and enter a Role name. Names must be unique.
2. Choose Start empty or Copy from an existing role.
3. Grant permissions in the matrix.

Delete a role

Delete is offered only on a role that is not the default role, is not the Admin role, and has no users. Move users to another role first.

Rules

• The Admin role holds every permission and cannot be edited.
• You cannot edit the permissions of the role you hold yourself.
• You cannot grant a permission that you do not hold.
• Changing which role is the default for new users is not available on this screen. Ask Unifuse support.

Related

• Users