Home > Roles

Editing a Role

To edit an existing role, follow these steps.

1. Click the Groups button from the Administration group on the Home tab. The Role wizard is displayed.
   
2. Click the Next button to access the Options screen, and then click on the Modify the details of a role including permissions button.
   
   
   Figure 36.2. The Role wizard - Modify group screen.
   
   
3. Select the group and then select the role that you want to edit.
   
4. Click Next.
   
5. Edit the name of the role, the group that it belongs to, or edit the comments of the role, and then click Next.
   Note: If you want to set permissions for data click Show advanced options and then select the type of permissions that you want to specify. You will be prompted for the actual settings in the subsequent screens.
   
6. Click the box in the first column to add or remove a user from the role, and then click Next.
   
7. Click the appropriate boxes from the Allow or Deny columns to allow or deny the associated functionality to the role, and then click Next.
   Note:
   • Any modules that you do not manually set the permission of will default to deny.
   • If a user belongs to more than one role and has conflicting permissions (e.g. deny in the QA role and grant in the Administrator role), then deny take precedence and the user will be denied permission.
     
8. Confirm the details of the changes to the role and click Accept.
   
9. Click the Close button to close the wizard.
   
   

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