Manage Roles

This article covers how to manage and create roles in the system to assign users permissions and access to alerting forms.

Creating a Role

  1. From the left-hand navigation, select Manage Roles under the Settings section of the menu.
  2. Click the Blue Plus in the top right corner of the card.
  3. Enter a Role Name.
    1. Role names are limited to a maximum of 24 characters.
  4. Select a Default Alerting and Poll Form from the drop-down menus.
    1. If you need to create a new form, please see the documentation related to creating a new Custom Alert Form.
  5. Assign Role Permissions.
    1. Please see the overview of admin permissions.
  6. Click Save to save the new role.

Editing A Role

  1. Select the desired role.

    1. Edit any desired information
      1. Editing the role name will require you to update any user that is associated with that role.
    2. Click Save to save your role.