Manage roles and permissions

Administrators can add, edit, or delete roles. You can also manage a user's permissions.

To add a new role:

1. Select Admin > Roles. The Role Management page appears.

   

2. Click Add Role. The Add New Role page appears.

   

3. Enter a Name.

4. Select the checkbox for each permission you want users with this role to have.

   Note: Permissions include: Departments: Add, Remove, Update, and View Goals: Add, Remove, Update, and View Initiatives: Add, Remove, Update, and View Projects: Add, Remove, Update, and View Funding Sources: Add, Remove, Update, and View Survey: Add, Manage Reports, Manage Surveys, Remove, Update, View Building Survey, View Reports, and View Telecom Room Survey Reports: By Budget, By Budget Item, By Funding Source, By Goal, By Initiative, By Project, CTRP, Export Reports, and Print Reports Integration: MLW (Work Orders) - Resolve Issues Users: Add, Remove, Update, and View Roles: Add, Remove, Update, and View SAML Group Management: Add, Remove, Update, and View Import Data Manage Site Settings

5. Click Save.

To manage an existing role:

1. Select Admin > Roles. The Role Management page appears.

2. Next to the role you want, do any of the following:

   To...	Then...
   Edit a role	a. Click . The Edit Role page appears. b. Make any desired changes. c. Click Save.
   Delete a role	a.  Click . A confirmation pop-up appears. b. Click Yes.