Creating User Roles

Creating Role

There are only two fields that need to be defined for a role: the name of the role and a narrative description.

1. Click the Configuration, Roles and Security menu.

The Roles and Security window is displayed.

2. Click the User Roles link. The Roles window is displayed.

Each role is displayed with a name, Edit button (to access the role name, description, portal settings, role menu settings, and custom fields), general description and a flag to indicate if a portal has been configured.

3. Click the New Role button. A blank "New Role" page will be displayed.

4. Create the following role:

For detailed instructions on this page's settings, see User Role.

5. Click the Save button.

The complete role window is displayed.

Role Permissions

Able To Set

Controls the roles that a user can add or remove when configuring other users. When you view someone's profile in a business card section you will be to see only roles you are Able To Set. For example if you are looking at user who has roles Applicant and Researcher but you can set only Researcher you will see only Role: Researcher on their business card. Typically, System Administrators are given rights to set all roles.

Able To Activate

Controls the roles that a user must have before the current user can activate their user account.

Able To Set Password

Controls the roles that a user must have before the current user can manually set their password. For example if you are looking at user who has roles Applicant, but you can set password only for Researcher you will not see the Set Password button against that users profile.

Able To Edit Email Address

Controls the roles that a user must have before the current user can edit their email address. For example if you are looking at user who has roles Applicant, but you can set password only for Researcher you will see a read-only version of the Email standard field when access that users profile.

Add Users

Users can be added or removed from a role individually by navigating to that User's profile, and then setting the role by using the Settings, Roles & Access menu.

You can also add or remove users in bulk from the Current Users section of the Role's edit page, using the Add User button.

Click the Add User tab.
The Add User to Role screen launches, with search options including the ability to select Roles.

NOTE: IF this is a brand new instance then there may be no users in any role. In this case change the Role to No Role Assigned.

Click the check box next to each name you wish to select.
Click the Add button.
Click the Close button.
All the users are added to the role.