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Overview

This article covers how to create roles in Emersion. For a comprehensive understanding of what a role is and their purpose within the Permissions module, please see the Permission Fundamentals article.


Accessing Role Groups

Admin > Org Units and Roles > Roles

The list of role groups will be presented on the screen to the user. 

When the list of roles loads, find the role you are after by using the search filters on screen. When you have found the role you want to view, click the ID of the role group you want to inspect.

The role's page will open.


Adding a Role

To add a new role, from the Roles list screen:

  1. Press the Create New button.
  2. Give the role a name and optional description
  3. Press the Save button.

The role's page will open enabling the user to configure it. 

Configuring a Role

From here, users can:

  • enable and disable module permissions
  • enable and disable powers

Enabling and Disabling Module Permissions

Under the Description field is a Module Access Based Permissions field. If there are entries in here (like the example on the right), these are the module permissions that are already enabled for the role.

To add/remove permissions:

Press the Manage Module Access Permissions button. The user will be taken to the page listing all module permissions. 

Enabling a permission: Tick the box to the left of the permission.

Remove a permission: Remove the tick from the tick box.

Hovering over the name of a module permission will reveal more about the permission.

When you are finished, press the Save Role Permission Groups button. The user will be returned to the role's page.

Role configuration page


Enabling and Disabling Powers

The section on powers commences from the Power-based Permissions sub heading.

To reveal the list of all powers, press the Expand All button. At any time, users can use the Expand All and Collapse All buttons to show and hide the power tree.

There is no search facility in Cumulus for powers. To search for a specific power, or group of powers, use the browser's search facility to visually highlight all instances of your search string that it can locate on the page. In most browsers, this search be easily invoked using CTRL + F.

Enabling a power: Tick the box to the left of the power.

Remove a power: Remove the tick.

Due to the hierarchical nature of powers, you may find other powers get enabled and disabled up/down the hierarchy. This is normal when selecting higher power levels

When you are finished with the power configuration, scroll up to the top of the page and press the Save Role Details button.

Related Pages

Role configuration page - With all powers expanded