Managing Users and Roles

Currently there is no UI function to create or modify roles. Instead, roles are managed by importing role metadata.

Procedure

  1. Export the role data using Export metadata.
  2. Edit the exported XML to change the roles (including new roles, removal of roles).
  3. Import the role data using Import metadata.

Result

Instead of assigning permissions to users directly, assign them to roles. This is easier to understand and manage.

When a new enterprise is created, immediately create an admin user for the new enterprise and use this admin for the remainder of the setup.