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Create/edit roles


Go to the CMS and select the "User management" module in the menu and then click on the "Roles" tab:

 

On the following page you will get an overview of the existing roles. The roles Moderator, Project Manager, Super-Admin and User are predefined by the system and are not customizable.


 


Create roles

 

Click on the button "+ Create" to open the pop-up for role creation.

 

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1 Enter a name and description for the new role. This is mandatory information.

 

2 Select the scope of the role. Either the role can only change content of projects (project related), or it can change global content (platform related) of the whole instance.

 

3 Depending on the selection in (2), you will now see a list of different permissions that you can activate. The description texts below the respective permissions explain their function in more detail.

 

4 Activate a permission by clicking on the box next to it. 

 

5 Save the new role by clicking on the "Add" button.

 

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The new role now appears in the roles overview.



Edit roles


Select the desired role in the overview by clicking on it:

 

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1 Now the window with the contents of the role opens again, which can now be edited.

 

2 After you have made the adjustments, save them by clicking on the "Apply" button.

 

3 If you want to delete the role, you can do this by clicking on the "Delete" button.

 

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