Editing an entity's list of roles

The set of roles used in an entity can be edited by the entity's Super users. This can be used to remove unused roles so they are not listed in the Resources tree, or to add a new role if the need arises. It is also possible to customize the permission levels with a role. Entity roles are edited under an entity's Properties.

To add a role for an entity

1. From the entity's Properties, click the Roles tab.

2. Click New.

3. Choose the role to add from the pull-down list.

4. Enter a description of the role in your entity (optional)..

5. Click OK.

To remove a role for an entity

1. From the entity's Properties, click the Roles tab

2. Click the role you wish to delete. It will be highlighted in blue.

3. Click Delete.

Note: you can only delete a role from an entity if the role is not assigned to anybody.

See also Entity role permissions.