Creating user roles

To access the New Role dialog:

1. Click Administration in the left pane, then click Roles. The Roles page appears.
2. Click New Role.

To create a new user role:

1. On the Details tab of the New Role dialog, enter a descriptive name for the user role in the Role name field. To avoid confusion, ensure that each user role has a different name.
2. If you want this role to be applied to new users by default when they are created, select the Default check box. You should select this check box for the most-used user role.
3. Click the Permissions tab. You use this tab to specify what users to which this role is assigned can do in Asta Connect. The tab displays all of the possible permissions that can be assigned to user roles.
4. You can make it easier to display the permissions you want by filtering the permissions that are displayed in the dialog. To do this, enter an alphanumeric string in the Search... field at the top of the dialog. The list of permissions is filtered instantly as you enter text into the field, so that it displays only permissions that contain the text you are entering. For example, to filter the list of permissions so that it shows only permissions that contain the word 'whiteboard', enter 'whiteboard' in the field.
5. Specify the permissions that users to which this role is assigned should be able to carry out - select the check box to the left of a permission to enable users to perform it, or clear the check box to prevent them from performing it.
6. Click Save. The user role is created and you are returned to the Roles page, where the new user role appears in the list.