Manage Roles

TABLE OF CONTENTS

• Introduction
• Rename a role
• Clone a role
• Create a role

Introduction

There are 11 default roles in Engage. You can rename them and clone them to make new roles.

Rename a role

1. Go to Setup > Security > Manage Roles.
2. Select the Role Name field and change the name. Add notes if required.
3. Select Save.

Clone a role

Roles can be cloned if a similar role is required but with slightly different security access. For example you can clone the Teacher role and add/remove certain access and then apply the new role to teaching assistants.

1. Go to Setup > Security > Manage Roles.

2. Select the Clone Role icon.

   
3. Choose the role to clone from the drop-down list.
4. Enter a Role ID and a Role Name.
5. Select Clone Role.

The role is cloned and the security can be amended. Find out how to amend the security in the following articles; Assign screen security, Assign field security, Enhanced Security Screen.

Create a role

You can create a new role if you don’t want to clone an existing role.

1. Go to Setup > Security > Manage Roles.
2. Select Add New.
3. Enter a Role ID and Role Name. Add notes if required.
4. Select Save.
5. The following message appears: Allocate default access to role? If you say Yes, all security access is given expect Read access, which means the user can’t see any screens but once Read access is given they can use the screen fully. If you say No, no security access is ticked and the user is unable to access anything. This allows you to go through Assign Screens and Assign Fields and set the security for the new role.