Navigate to the /RoleManager URL then click the Roles menu. On this page, you can
- Create new role;
- Edit or delete existing role.
Maintain basic information of the role
- Name and description of the role;
- Optionally, select the email template for the role. The selected template will be used to insert a section abount this role in the emails sent to user.
Maintain claims assigned to the role
- Use the filter to find the claim to add to the role;
- At the current assignment list, remove the claim assigned.
Setup the default user assignment rule
- Setting up the default assignment rule is optional;
- The role can either be assigned to all new users or be assigned to users in the specified user groups;
- Assign to users in user groups only applies to users imported from external authentication provider that supports user group, e.g. AD.
Maintain users assigned to the role
This is one of the two methods to assign role to users. The other method is by editing the user account.
