Simpler User Permission Management Option

The following article documents a more direct and easier to manage user permissions structures. This approach skips the "User Groups" step and applies all permissions to a Role. The advantage to this approach is that an administrator can see all the permissions applied directly to a specific Role definition and amend those permissions with ease.

Create a Role

Go to:

  1. Users
  2. Roles
  3. Click "Add New"
  4. You may also edit or copy an existing Role

Assign a Name to the User Group and Click "Add Permission"

Optionally, you may add a Description to define the Role being created.

Permission Pop-Up Opens

  1. Check all the Permissions to apply to the Role
  2. Click "Save" in the pop-up when done applying permissions

View Permissions

Once the permissions are applied, you may:

  1. Review
  2. Add or remove additional permissions by scrolling to the bottom of the page and clicking "Add Permission"
  3. Click "Save" to save the new Role

Apply Role to User

Follow the steps described in the article User Management to apply the Role to a User.