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| − | There are only two fields that need to be defined for a role: the name of the [[Role|role]] and a narrative description.
| + | #REDIRECT [[User Role#Creating a Role]] |
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| − | 1. Click the [[Configuration Menu|Configuration]], '''Roles & Permissions''' [[Menu|menu]].
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| − | The Roles & Permissions window is displayed.
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| − | [[Image:RolesAndPermissionsPage.png|link=|600px]]
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| − | 2. Click the '''User Roles''' link.
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| − | The Roles window is displayed.
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| − | [[Image:RolesPage.png|link=|600px]]
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| − | Each [[Role|role]] is displayed with a name, '''Edit''' button (to access the [[Role|role]] name, description, portal settings, role menu settings, and [[Custom Fields|custom fields]]), general description and a flag to indicate if a portal has been configured.
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| − | 3. Click the '''New Role''' tab.
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| − | [[Image:NewRolesPageBlank.png|link=|600px]]
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| − | A blank "New Role" page will be displayed.
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| − | 4. Create the following role:
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| − | [[Image:ExampleEmployeeRole.png|link=|600px]]
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| − | For detailed instructions on this page's settings, see [[User_Role#Role_Settings|User Role]].
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| − | 5. Click the '''Save''' button.
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| − | The complete [[Role|role]] window is displayed.
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| − | [[Image:EditRoleEmployee.png|link=|600px]]
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| − | ===Role Permissions===
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| − | ===Able To Set===
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| − | 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.
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| − | :[[Image:AbleToSetSetting.png|link=|600px]]
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| − | ===Able To Activate===
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| − | Controls the roles that a user must have before the current user can activate their user account.
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| − | ===Able To Set Password===
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| − | 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.
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| − | ===Able To Edit Email Address===
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| − | 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.
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| − | ==Adding People to a Role==
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| − | There are two ways to add people to a [[Role|role]].
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| − | * Individually, by finding them in the [[Organisation Hierarchy|organisation hierarchy]] or people search window, and then setting the [[Role|role]] by using the Settings, '''Roles & Access''' [[Menu|menu]].
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| − | * In bulk, by finding people in the [[Role|role]] screen and assigning multiple people at the same time to the role by clicking the '''Add Users''' tab.
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| − | [[Image:Roles7.png]]
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| − | In this instance, you will set both users to the '''employee''' role.
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| − | 1. Click the '''Add User''' tab.
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| − | [[Image:Roles8.png]]
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| − | As there are currently no [[User|users]] in any [[Role|role]], no users are displayed.
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| − | 2. Change the [[Role]] to '''No Role Assigned'''.
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| − | All the [[User|users]] are displayed.
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| − | [[Image:Roles9.png]]
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| − | 3. Click the '''check box''' next to '''each''' name.
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| − | 4. Click the '''Add''' button.
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| − | 5. Click the '''Close''' button.
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| − | All the [[User|users]] are added to the [[role|role]].
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| − | [[Image:Roles10.png]]
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| − | ==See Also==
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| − | * [[User Role]]
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| − | [[Category:System Management]][[Category:Security]][[Category:Roles]]
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