Handle Roles

You create new and change roles in the admin-view. Go to the menu tab roles.

Create a new role

You create a role in the admin-view.

• Click on the menu tab roles.

• Click add.
• Give the role a name that is suitable for use in your organization.
• Describe the role, preferably in terms of what the user can do that is assigned to the role.
• Check / uncheck the rights that should belong to the role you are creating.
• Click submit.

After creating a role, you can continue and directly assign users to the role. You can also change a user's role in the user profile.

• Click the Add users to the role.
• Search user and select a user.
• Click confirm to assign the user role.

All rights available to be included in a role are listed and described in the role wizard. There are two different types of rights: global and local.

The global rights apply for the whole system. The local rights are limited to what a user has permission to see. E.g. to add and remove users in a case to which the user is assigned himself.

Modify an existing role

You change a role in the admin-view:

• Click on the menu tab roles.
• Click on the role.
• Check / uncheck the rights that should belong to the role.
• Click submit.

Remove a role

To remove a role in the admin-view:

• Click on the menu tab roles.
• Check the box for the role to be removed and click deleted.
  

If there are users who are assigned the role you want to remove, they must first be assigned to a new role. Note that it may be easier to change the current role of the users you want to assign a new role instead of creating an entirely new role. That way you don´t need to change individually for all users.