Once you have created a set of permissions for a type of User, the settings are quite easy to fix. Gave someone access to something they don’t need? Or perhaps someone doesn’t have access to the functions they need? Let’s solve that.  

    You may select any Role that you’ve already created from the Roles menu. For example, I have set up a few sets of Role schemas that would be in use within a company, with different layers of access within each. 


Here I have set up three roles in my company for different levels of employees. The power to control what email profiles, sources of web forms and control of all management level choices for the company downward is held by the Director and Admin. That role alone I have set to control users. The other roles have less and less rights to control aspects of the company, and take the task load off of the Director. This is just one example of how you can set up your company’s roles. Everyone will have their preferences and standards for this.  

Once you’ve created a role, in order to edit it you’ll need to select the role once you are in the Roles Menu. Clicking on the ‘+’ button will create a new Role Schema, as a reminder. Please click on the name of the schema you wish to edit. The page will open to the schema you have created previously.  

As you make changes, some permissions are inherited between others as you set menus to view or manage. To make sure that you have completely achieved the permissions you want, it is recommended that you reload the page to verify that the inherited permissions and set permissions are as you have designed them to be for each role.