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Role management allows you to add and manage roles within the system. You can create roles, assign permissions to them and activate and de-activate the roles within the system.

The first step is for the institution to define the various roles for the staff that are going to be using the system (such as administrator, counselor, processor, etc.). The administrator then sets up the necessary permissions for each of the roles. Each user is then assigned to a role. Their ability to perform various functions within the system is dependent upon the current role that they are assigned to. A user should not be assigned to multiple roles as their permissions will be limited based upon the most restrictive role assigned to them.

Add a Role

What is it?

Add a role is the process by which you set up roles within the system.

Here's how it works:

1. Login and then click on the Administration bar on lower left corner of the page
    
2. Click on the word "Roles" in the lower left corner of the page.
3. This will take you to the role setup page. Click on the Add User button to create a new role.
4. This will take you to add role page. Enter the role name and description and then press Save to complete the process.
5. Once the role is created, click on the permissions tab
   The Permission setting controls what the users can do or cannot do in the system. If a user has been assigned multiple Roles, R8 Regent Award defaults to the Role with highest permission. For example, a user has been assigned both a FA Counselor Role and a FA Administrator Role. Upon login, they will have the higher permissions as set in the higher role. In this case, the FA Administrator Role.
   
6. Then click on edit to setup the permissions related to the role.
   After setting the permissions, click on save.
7. Next, click on the users subtab. Then click on edit to select users to associate to the role.
8. After selecting the users, click on save.

Edit a Role

What is it?

Edit a role is the process by which you change the permissions associated with a role within the system.

Here's how it works:

1. Login as an administrator (or in another role which has the appropriate permissions to add a user).
2. Click on the Administration bar on lower left corner of the page
3. Click on the word "Roles" in the lower left corner of the page. This will take you to the role setup page. Click on the bar that contains the role that you wish to edit and then select the appropriate subtab containing the information that you wish to edit.
   

Delete a Role