1. Home
  2. CoreInteract
  3. Create Roles and Assign Permissions

Create Roles and Assign Permissions

In this lesson, you will be taught how to Create Roles within CoreInteract and Assign those roles with the relevant Permissions needed to complete certain tasks.

Roles within CoreInteract are used to easily grant or deny access to certain capabilities within CoreInteract.

Click on Edit in the menu bar to open Roles

Create Roles

Click on the Add New button.

A pop-up box will appear.

Add a name for the role and click next.

You will have a chance to review the name you have just inputted.

Ensure the information is correct and press Save or back if you wish to amend the name.

The Role is now set up and you can move on to assigning that Role with Permissions.

Assign Permissions

Click on Permission Assignment

Select the Role on the left.

Choose the permissions you wish to assign to the role on the right.

Alternatively, if you wish to assign all permissions, click on Select All.

(Note) You can select as many permissions to assign as you like at one time or add them individually.

Use the arrow buttons to assign or unassign roles.

Once you have added the permissions a green box will flash up and the permission will now be shown in the middle box.

Updated on 4 November 2021

Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for?
Contact Support