Organization Roles page

Overview

This topic provides information on how to use the Organization Roles page.

Organization Roles page screenshot

I want to ...

Open the Organization Roles page

  1. In the navigation menu, select the Organizations item.
  2. In the Organizations page in the row that contains information about the organization, select the organization name in the Name/ID column. The Organization Contact Information page opens and the Manage Roles options appears in the navigation menu.
  3. In the navigation menu, select the Manage Roles item. The Organization Roles page opens.

Add a new custom role

  1. Open the Organization Roles page.
  2. Select the role.
  3. Select the Actions Actions dropdown button dropdown button. A menu appears.
  4. Select the New Role item. The New Role window opens.
  5. In the Associated Service dropdown field, select the service.
  6. In the Role Name field, enter a short descriptive name for the new role.
  7. Optional: In the Description field, enter a description for the new role.
  8. Select the Save Save button button. The window closes and the new role is added.

Duplicate a role to use as the basis for a new custom role

  1. Open the Organization Roles page
  2. Select the role
  3. Select the Actions Actions dropdown button dropdown button. A menu appears.
  4. Select the Duplicate Role item. The Duplicate Role for the selected user type window opens.
  5. Note the information in the Associated Service. This cannot be changed here.
  6. Note the information in the Role Name field. If you want to modify the entry, enter a short descriptive name for the duplicate role.
  7. Optional: Note the information in the Description field, if you want to modify the entry, enter a description for the duplicate role.
  8. Select the Save Save button button. The window closes and the duplicate role is added.

Enable or disable a permission

  1. Open the Organization Roles page.
  2. In the eRecording User dropdown field, select the want entry.
  3. If needed, filter the table using Filter field.
  4. If you want all of the possible permissions for the organization displayed, mark the Show all possible permissions for this organization.

Select the role

  1. Open the Organization Roles page.
  2. In the dropdown field below the organization name, select the role entry. The table is populated with information related to the role.
  3. If needed, filter the table using Filter field.
  4. If you want all of the possible permissions for the organization displayed, mark the Show all possible permissions for this organization.