Roles & Privileges

Roles are used to assign privileges to a system management group.

Preconfigured system roles

The system comes with some roles already preconfigured. The following roles are preconfigured for setting up the system.

Note that only highly privileged individuals should use these roles for the initial setup.

System Administrator	This role grants access to all system configuration and management functions. It's intended for initial system setup. Carefully consider who receives this access.
Workflow Manager	The role allows for system workflow configuration and management. It's intended for people who set up the system workflows. It allows, e.g. to manage workflow drop-down lists, Access Groups list, configure email templates, etc.

Creating New Roles

To create new roles, go to the system Roles module, and use the +Create Role button.

To edit an existing role, click on the role record.

To delete it use the Bin button.