Configuring Roles and Permissions
The typical workflow for configuring roles and permissions is:
1 Enable permissions in the Web UI.
2 Create a function group for a role. A function group is a collection of options and generally maps directly to a system role.
3 Associate the options you need with the function group.
4 Create a user group for a specific role. A user group is a collection of users and generally maps directly to a system role.
5 Associate users with the user group.
6 Tie the function group and the user group together using a Permissions record.
7 Make any changes for particular users or options at a user or option level.
8 Test the permissions that you have configured.
9 Troubleshoot any problems or errors.
The following sections cover these steps. You can use the Web UI or the Windows UI to create and maintain permissions. The Windows UI has multi-create features that allow you to add users to groups and options to function groups quickly. If you have a lot of users in the system, it may be quicker to use the Windows UI.