Adding
To add custom role types for different user groups in your firm, simply:
- Ensure you have permission to edit the Roles and Permissions module;
- On the Roles and Permissions module, click on the Manage User Roles button;
- Under the Create a New Role menu, type the name of the new user group (i.e. role) you wish to create;
- Click the Add button;
- Your newly added Role Type will be added to the User Role List.
Editing
To edit the name or description of any custom role types added, simply:
- Ensure you are in the Manage User Roles module;
- Click on the Edit button;
- Edit the name and description of the role by typing in the boxes provided;
- Delete the role by pressing the X button against the role.
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