How do I set up an Access Role?

Access Roles are an important part of ensuring that security in the system is maintained by blocking and allowing access based on the user. Here is a guide on how to set up an access role.

Firstly, go to Administration > Access > Access Control:

To create a new role click on ‘add new role’.

Then, enter a name

Parent role - You may have another access role which is linked to this one but has more access, like a supervisor.  Select if this isappropriate.

Select Access Group - This is where you configure where in the system this access role will have access to.

Select a home page - This will determine which tabs/screens in the system will open first for the User when logged into the system.

You can choose which areas of the portal you wish to become available for this particular role by clicking on "Select Access Group". Tick the relevant boxes and once selected click ‘Select’.

2. Applying Access Roles to Users

Go to Community > People

01. To apply the relevant access to the User, search and then edit the user’s profile. Select ‘Role' under the 'Manage' menu on the right side.

02. The access roles you have created will display. Click on the appropriate boxes which will determine the levels of access this person has.