Manage Roles

After you create custom templates, add roles and associate them with the templates. Then, when a new person joins your corporation, you can apply the role and associated user template information to the user's profile using Quick Add.

Note: You cannot edit or delete the MiCollab default roles.

View

  1. Under Applications, click Users and Services.
  2. Click User Roles.

Add

  1. Click Add. The Create Role window opens.
  2. Enter a name for the new role.
  3. Select the user template that you want to assign to this role.
  4. Enter a description of the new role in the Note field.
  5. Click Save.

Edit

To edit a role name:

  1. Check the box of role that you want to edit.
  2. Click Edit.
  3. Select the user template that you want to assign to this role.
  4. If required, modify the description for this role in the Note field.
  5. Click Save.

Delete

You cannot delete a role if it is currently applied to one or more users. To delete unused roles:

  1. Do one of the following:
    • To delete a single role, select the box to the right of the role name and then click Delete.
    • To delete multiple roles, check the box beside each role and then click Delete.
  2. Click Yes to confirm deletion of a single role or click Yes to All to delete all selected roles.
  3. Click Close.
Note: You cannot delete the MiCollab default roles.
Parent topic: Manage Roles and Templates
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