Roles

Use this page to manage roles and assign activities to them.

When you assign an activity to a role, it grants users with that role in their user profile the ability to perform certain actions or simply the ability to view certain content.

Sage delivers a set of customizable predefined roles to help administrators manage roles for their needs.

Assign activities

1. From the main list, select a role.
2. A list of available activities displays. The list can vary depending your Option management settings and/or packages selected for this role.

3. Expand an activity to see a detailed list of related activities.
4. For each, you can switch the activity on or off.
5. When switched ON, you can select a permission level such as Read or Manage. Available permissions vary depending on the type of activity.
6. When you save, users with this role inherit these values.

Create a role

1. Select Add a role.
2. Enter a unique ID and name.
3. Select the packages linked to this role.
4. Select Continue.
5. Select the permissions for each activity.
6. Save your changes.

Edit a role

1. Select an existing role from the list.
2. You can modify packages, activities, and permissions.
3. Save your changes.

Duplicate a role

1. For a given role, select Duplicate from the More actions menu on a line, or in the individual role record.
2. The duplicate roles needs a unique ID and name.
3. After you create the duplicate, select the new role to make any modifications to packages, activities, or permissions.
4. Save your changes.