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Roles

Roles serve as the backbone of a structured access control system. They help streamline access management by grouping permissions into logical units.

What are Roles

In simple words, a Role is a group of permissions that is assigned to users. Users with that role with inherit the permissions assigned to the role.

By grouping permissions, roles ensure that users have just the right level of access they need, neither too much nor too little.

View Roles 

Permissions Required
  • Utilities > Security > Roles > View Roles

  1. From the Utilities Menu , go to Security > Roles.

  2. You can see the list of roles available to be assigned.

Create Roles

Permissions Required
  • Utilities > Security > Roles > View Roles

  • Utilities > Security > Roles > Create Roles

  1. From the Roles page, click on New Role.

  2. Enter the details.

  3. Click Create.

Some examples of Roles could be based on areas of responsibility such as Admissions, Director or Studies, Finance – Receivable/Payable, Student Services, Director of Studies etc.

Assign Roles 

Permissions Required
  • Utilities > Security > Roles > View Roles

  • Utilities > Security > Roles > Assign Roles

Multiple roles can be assigned to the same user. This can be useful when a user needs permissions that are spread across multiple roles. For example, if you have the roles Admissions and Recruitment, you might need the Director of Recruitment to have access to both roles. Instead, of creating a new role, you can assign both roles to that user.

  1. From the Role page, click Assign User.

  2. Search and select the user.

  3. Click Assign.


Remove Users From Roles 

Permissions Required
  • Utilities > Security > Roles > View Roles

  • Utilities > Security > Roles > Assign Roles

  1. Select the users that you intend to remove from this Role.

  2. Click Detach button.

  3. Confirm.

Assign/Remove Permissions From Roles 

Permissions Required
  • Utilities > Security > Roles > View Roles

  • Utilities > Security > Roles > Update Roles

  1. On the Role page, Select / Unselect the permission(s) you intend to apply / remove from the role.

  2. Click Save.

Delete Roles 

Permissions Required
  • Utilities > Security > Roles > View Roles

  • Utilities > Security > Roles > Delete Roles

  1. From the Roles list, click on the role that you intend to delete.

  1. Click Delete.

  2. Confirm.

This action will permanently delete the Role. Please ensure that this task is intended before confirming.

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