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Note: The Administrator role cannot be edited or deleted. All users are initially assigned this role which allows access to all Control Panel functions. |
Add New Role
To add a new role click on Add New Role
- Enter a name for the new role in the Name field
- Enter a description for the role in the Description field
- Select Yes in the dropdown menu(s) for every function (View/Add/Delete/Edit) you wish that role to have access to
- Click Save when configuration is complete
Assign a Role to a User
Roles can be assigned using the View/Edit function in Manage Users
- Select the Role you wish to assign to the User and click Save
Edit a Role
The View/Edit function allows you view or edit the existing roles you have created.
- Click on View/Edit next to the role you wish to edit
- Select Yes/No against any drop-down menu you wish to change and/or change the Name/Description field
- Click Save when configuration is complete
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Note: If the role you are editing is already assigned to users, the changes will be applied next time the user logs in |
Delete a Role
The Delete function allows you to remove an existing custom role.
- Click Delete next to the role you wish to delete
- On the confirmation dialog choose OK or Cancel to abort the operation
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Note: If the role you deleted was assigned to users, those users will have no role assigned meaning they can't access any of the Control Panel functionality until a new role is assigned |
Update Company Information
This section (Administration > Company Information) allows you to edit your company information, most importantly.
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