Changing Roles

This section describes how to change roles.

Changing Role Information

You can change the role information.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Role settings.

  6. On the "Role Settings" screen, select a role and click Details.

    Image showing the role selected to modify its information

  7. On the role details screen, click Edit.

    Image of the edit action link

  8. On the screen to change roles, set the required items.

    You cannot use the same role names as the names of other roles.

    Screen to change roles

  9. Confirm your settings and click Save.

Assigning Roles to Users

You can assign roles to users.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Role settings.

  6. On the "Role Settings" screen, select a role, and then click Grant role to users.

    Image of selecting a role adding users

  7. On the role setting screen, select the users to whom you assign roles, and then click Add.

    The role setting screen

  8. Click Grant role to users.

    Image showing the action link to assign roles

Reordering Roles

You can change the order of roles that are displayed in the role list.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Role settings.

  6. On the "Role Settings" screen, click Reorder roles.

    Image showing the action link to reorder roles

  7. On the screen to reorder roles, change the order of roles.

    Screen to reorder roles

  8. Confirm your settings and click Save.

Deleting Users from Roles

You can delete users from roles.
The permissions and operational administrative privileges assigned to roles are deleted from users.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Role settings.

  6. On the "Role Settings" screen, select the check boxes of users who you want to delete from the role, and then click Delete.

    Image of selecting users to be removed from the role

  7. Click Yes on the Delete All Users screen.