Add Roles

You can create roles from the Roles page. Roles are used to grant permissions to categories of users.

1. Navigate to the Groups page.

2. Click Add.

   The section expands to display a form.

3. Enter a name for the role in the Name field.

4. Enter a description for the role in the Description field.

5. Select the Show when applying for a new account check box if you want users to be able to request this role when applying for a Siterra account.

6. Select the Disable search for this role check box if you want to prevent users in this role from accessing the search bar.

   Users in roles with search disabled are only able to navigate using the navigation hierarchy and can only navigate to objects where they are assigned.

7. When complete, click Submit.

Once the role has been created, click on its menu stacks button, and choose Set Global Permissions. The role can also be edited and deleted from this menu.

Global permissions can also be accessed by clicking on Edit, then choosing Set Permissions.

Both options open up a separate browser window, called Permissions.

The sections represent the different areas of the Siterra application where role permissions can be granted and restricted (e.g., create, update, delete, view, read, etc.).