Manage roles

Users with the Add Roles, Remove Roles, or Update Roles permission can add, edit, or delete roles and assign permissions to them. Roles are associated with users.

To add a new role:

1. Select Settings > Roles. The Roles page appears.

   

2. Click  +Add role. A pop-up appears.

   

3. Do any of the following:
   a.  Enter a Role Name.
   b.  Under Permissions, select the checkboxes for the desired permissions.

   Permission section	Options
   Households	Add Remove Update View
   Questions	Add Remove Update View
   Questionnaires	Add Remove Update View
   Courses	Add May Approve Courses May Double Book Remove Update View
   Email Templates	Update View
   Buildings	Add Remove Update View
   Spaces	Add Remove Update View
   Programs	Add Remove Update View
   Sessions	Add Remove Update View
   Users	Add Remove Update View
   Roles	Add Remove Update View
   SAML Configuration	Add Remove Update View
   SAML Group Management	Add Remove Update View
   Invoice Settings	Manage Invoice Settings
   Site Settings	Manage Site Settings

4. Click Save.

To manage an existing role:

1. Select Settings > Roles. The Roles page appears.

2. Next to the role you want, do any of the following:

   To...	Then...
   Edit a role and its associated permissions	a. Click . A pop-up appears. b. Make any desired changes. c. Click Save.
   Delete a role	a. Click . A confirmation message appears. b. Click Yes, delete.