Creating a Role

To create a role

1. Go to Menu > Administration > Security > Roles.
   
   

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2. Click 

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    in the top right corner.
   
   
   

3. Name the role. Enter a description to further clarify the role.
   
   
   

4. To apply further restrictions to a role within a particular permission, tick Allow further restrictions to this role.
   Permissions, where this is available, will have an arrow appear. Click the arrow to view further restrictions.
   
   

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5. Click the various tabs to select appropriate accesses within each module.  By selecting the top checkbox of a column, access to that function will be given to all permissions beneath.
   
   

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   If you have selected to apply further restrictions, the checkboxes under that permission will remain unavailable until the header permission has been ticked. You can now apply further restrictions.
   
   

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    Once restrictions have been applied the header permission will be labelled "Restricted'.
   
   
   

6. Once completed click 

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    in the top right corner, to save.

From this screen, you can either create a new role or delete, disable or edit the role being viewed.