Adding or Modifying a Role

To add or modify a role, use the Management > Users > Directory Roles tab.

  • To add a new role, click Add New .
  • To modify an existing role, select the Role Name from the role list.

When adding a role, the Role tabs are dependent on each other. You must complete the General tab before accessing the Privileges and Devices tabs.

When modifying a role, you can access any tab because they are all populated from when the role was added.

When filling out the tabs, you can switch between the tabs without clicking Add or Update. Your entries are retained until you click Add, Update, or Cancel on one of the tabs. For example, when adding a role:

Procedure

  1. Complete the General tab.
  2. Complete the Privileges tab.
  3. Click Add or Save on any of these tabs.

Result

The Edit User Roles section is closed, and the Directory Roles tab displays the new role in the list.