Roles is an optional feature that lets you create templates of permissions, which are called roles. It's perfect for setups that have numerous user accounts. Instead of manually setting the permissions of each user account, you create roles and assign them to user accounts. When you edit a role's permissions, the changes are also applied immediately to the user accounts to which that role has been assigned.

Creating a role

1. Click Roles on the left navigation menu. The Roles section will appear.
2. Click Add New.

3. Name the new role then click Create.
4. Set the new role's permissions as needed.

5. Click Save Changes.

You will be taken back to the main Roles section, and the new role will be added to the interactive table of existing roles.

Editing a role

1. Click Roles on the left navigation menu. The Roles section will appear.

2. Click on a role's name. The role's permission settings will appear.
3. Edit the role's permissions as needed.
4. Click Save Changes.

To delete a role, click on the checkbox beside the role's name in the Roles section then click Delete.

Assigning a role

When you have roles enabled, you must assign a role to each user account. You will not be able to manually configure the permissions of a user account.

1. Click User accounts on the left navigation menu. The User accounts section will appear.
2. Click on the name of a user account. The user account's edit page will appear.
3. Under Account Details, click on the Role dropdown menu and select the relevant role.

4. Click Save Changes.