How do I add and edit Role Groups in the Admin Portal?

Adding or editing a role group

To add a role group:

Go to 'Administration – Roles & Role Groups – Role Groups’ to open the role groups table.

1. Click on the green 'Add' button to open the ‘Add role group’ form.
2. Give the the role group a descriptive name.
3. Select any roles you would like to include.
4. Add a description of the permissions included in the role.
5. Click ‘Save’.

To edit a role group:

Go to Administration – ‘Roles & Role Groups – Role Groups’ to open the role groups table.

1. Find the row of the role group you want to edit and click on the ‘Options’ menu on the right side of the row.
2. Select 'Edit'. 
3. Change the details and roles included.
4. Click ‘Save’.

To add roles and users to a role group:

Once you have added a role group, you can click on its name in the role group table and then click the tabs ‘Users’ and ‘Roles’ to link or remove users and roles from the role group.

Notes

You can also link or remove roles and role groups with users from each users details form in 'Users'. 

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