CRD Welcome Package

Corporate Relations Department

Procedures Manual

A role is a collection of permissions specific to a function that a user is assigned in a database.Users assigned different roles may or may not belong to the same group. See Management of Groups above.

Roles Listing

1. To view the list of roles, click on the dropdown Admin 2. Highlight and click on Roles from the dropdown (see image above)

Adding a role

1. Click on the dropdown Admin 2. Highlight and click on Roles from the dropdown (see image above) 3. In top left corner, click on Add Role 4. Fill in the necessary fields 5. Scroll to absolute bottom of page and click Submit

Editing a role

1. Click on the dropdown Admin 2. Highlight and click on Roles from the dropdown (see image above) 3. From the list of roles, click on Edit next to the correspondingrecord you would like to edit 4. On the edit page, edit the necessary fields 5. If you are satisfied with your edits, scroll to absolute bottom of page and click Submit

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