As an administrator or manager, you can create new or use existing roles to control the user access to features and capabilities in the application.
A role is a grouping of permissions. Permissions describe what a user can see or do. The application offers you these standard roles:
- Read Only
- Read Only, No Research
- Regular User
To see permissions associated with a standard role, go to Security > Roles and select a role, and then select View. You can’t edit permissions for these standard roles. For more information about standard roles, see Standard user roles and permissions. However, you can create a new role and assign permissions as per your requirement.
Before creating a new role and adjusting permissions, here are a few recommendations that you can follow.
- Provide users with the minimum permissions and access needed to complete their work.
- Assign the manager and administrator role only to the required users.
- Test roles before providing access to your users.