Roles
Roles are essentially a set of permissions about what a user can or cannot do on a site. Both parent and child site users may create roles and assign them to other users.
A role can only be edited from the site where it was created. This means that if a role is created at the parent site level, it can only be edited there. If it was created on the child site, it can only be edited from that child site.
In Webtreepro, you can use the Roles Administration to add, copy, edit, or delete roles.
Opening the Roles Administration
- Click on the Administration dropdown arrow on the left-hand side of your screen. Then select Roles.
- This will bring up the Roles Administration.
Add a Role
- Click the Add a new Role button.
- The following fields will become enabled, as seen in the image above.
- Role Name: Enter a name for your new role. Role names may not be duplicated.
- Description: Enter a brief description about the role.
- Redirect Page: Allows you to specify the landing page when users with this role log into the system. Please click here for more details.
- Track Aging: This will show how long a person stays within the role when you check your Role Tracking results. If left unchecked, when you go to Role Tracking, there will be no information to show for this.
- Click Apply to add the role and continue using the Roles Administration, or, click Done to add the new role and close out the Roles Administration. You may also choose to click Cancel to abandon the new role and exit the screen.
- When complete, do one of the following:
- Click Apply to save changes and remain in the Permissions screen. You will see a message saying that the new role was created successfully.
- Click Done to save changes and exit the screen.
- Click Cancel to abandon any changes and exit the screen.
After a new role has been created, you will need to set the Permissions for that role. Click here to read how to do this.
Copy a Role
The Copy Role function allows you to create a new role that is copied from an existing one. The new role will automatically be assigned the same permissions as the original role.
- Under the Role Name panel, select the role that needs to be copied.
- Click the Copy Role button.
- Under the Role Information panel, enter a new role name, and a brief description. Remember that role names may not be duplicated.
- When complete, do one of the following:
- Click Apply to save changes and remain in the Permissions screen. You will see a message saying that the new role was created successfully.
- Click Done to save changes and exit the screen.
- Click Cancel to abandon any changes and exit the screen.
Edit a Role
- Under the Role Name panel, select the role that needs to be edited or deleted.
- Make the desired changes in the Role Information panel.
- When complete, do one of the following:
- Click Apply to save changes and remain in the Permissions screen. You will see a message saying that the new role was created successfully.
- Click Done to save changes and exit the screen.
- Click Cancel to abandon any changes and exit the screen.
Delete a Role
- Under the Role Name panel, select the role that needs to be edited or deleted.
- Click the Delete button.
- A warning box will pop up. Click OK to continue deleting the role, or Cancel to exit the warning box, and return to the Editing Existing Roles screen without deleting the Role.
- You will see a message saying that the role was deleted successfully.
