Role List Overview

Role List Overview

Purpose

  1. To explain the general navigational functionality of the Roles List page. 
AlertNote: This new feature is expected to be released the first week of March. 

Related Articles

Video 

Directions 

1. Click on Admin > Roles.





2. At the top of the page, you will see the ability to search for a particular role.


At the top of the page, you will see the ability to search for a particular role.



3. You can also change the columns that appear by selecting the Show drop-down.


You can also change the columns that appear by selecting the Show drop-down.



4. You can Add a New Role by clicking Add Role.


You can Add a New Role by clicking Add Role.



5. Click the Check Boxes next to the role, then click the Trash Can.


Click the Check Boxes next to the role, then click the Trash Can.



6. A pop-up appears ensuring you want to bulk delete the selected roles. If sure, click Confirm.


A pop-up appears ensuring you want to bulk delete the selected roles. If sure, click Confirm.



7. In the actions column, you can:
  1. Duplicate a Role by clicking the Double Paper.
  2. Edit a Role by clicking the Pencil.
  3. Delete a Role by clicking the Trash Can.





8. If you Duplicate a Role, a pop-up will appear allowing you to type a New Role Name and Description. Once done, click Copy.


If you Duplicate a Role, a pop-up will appear allowing you to type a New Role Name and Description. Once done, click Copy.

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