Edit a role
When you edit a role, you can edit its properties, add users, roles, and it with a task group to assign security.
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1.
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In Users & security, click Roles. Roles appears. |
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2.
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Select a role and click Click here to edit this Role. The Role Editor page appears. |
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On the Properties tab, edit the fields as necessary. For information, see Create a role. |
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If the role includes a query in the Base Role membership on a query field, you can refresh the role. To do this, click Refresh Now. After the refresh, the new member count appears in the Role member count field, and the date and time of the refresh appears in the Role last refreshed on field. |
Tip: To view the contents of the log file for the refresh, return Roles. Click Role refresh. The Role Refresh page appears. This page displays a log file from the last refresh. For more information about this screen, see Refresh all query-based roles in the database.
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5.
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Select the Members tab. |
Note: The grid displays 50 users and roles in alphabetical order. To search for additional users or roles, use the filter fields. The grid only displays users and roles that you add directly to this role. It does not display users or roles that are included through another role.
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To include users and roles, click Add members. The Add members screen appears. |
Tip: To improve efficiency, you can include roles in the role. For example, you have an Intranet site for your organization. You have roles that exist for “Development Staff,” “Event Staff,” “Membership Staff,” and “Web Designers.” You can create role called “Our Staff” to group these existing roles into one role to support Intranet security.
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b.
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In the Filter field, enter the first letter of the user or role to include. |
Note: The Available box displays 30 users and roles in alphabetical order. Use the Filter field to find additional users and roles that do not appear in the box.
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c.
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Locate the user or role, and click Add. The user appears in the Selected box. |
To select multiple users or roles, press Shift while you select the multiple users, and then click Add. The users appear in the Selected box.
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d.
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To return to the Members tab, click OK. |
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6.
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Select the Security assignments tab. The grid displays the existing security assignments for the role, along with the task group, site, and child sites information. |
Note: To apply security in the program, you associate a role and task group for a site in Security assignments. You can create these assignments for roles on the Security assignments tab. This allows you to modify the task rights for the role. For example, to grant rights to Pages & templates for the Content Authors Charleston Chapter role, go to the Security assignments tab and create a security assignment that associates the role with a task group that provides rights to Pages & templates.
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To edit a security assignment, select it and click Click here to select this security assignment. For information, see Edit a security assignment. |
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To create an assignment, click New security assignment. The New security assignment screen appears. |
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Click Save and you return to the Security assignments tab. The security assignment appears in the grid. |
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7.
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Click Save. You return to Roles. |