Users with the Manage Users and Permissions user permission can create custom roles. Each role has a set of permissions that determine what a user can access, and what actions they can perform.
You can add, edit, or delete a role.
To add a new role:
- Select Users > Roles. The Manage Roles page appears.
- Select Actions > Add Role. A pop-up appears.
Do the following:
a. Enter a Role Name.
b. Select the checkboxes for the desired permissions.
| Permission | Users can... |
|---|---|
| View Drawing | Access the Drawings and Archives sections. |
| Add Drawing | Add new drawings. |
| Edit Drawing Properties | Change drawing properties, such as name, building, floor, or description. |
| Delete Drawing | Permanently delete a drawing file. |
| View Markup Drawing | Have view-only access to the Markup Drawing page. |
| Edit Markup Drawing | Have edit access to the Markup Drawing page. |
- Click Save.
- Repeat steps 2-4 for any other roles you want.
To edit an existing role:
- Select Users > Roles. The Manage Roles page appears.
- On the role you want to edit, click
.
- Make any desired edits.
- Click Save.
To delete a role:
Note: You can only delete a role that is not assigned to a user.
- Select Users > Manage Roles.
- On the role you want, click
. A confirmation appears.
- Click OK.
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