Manage roles

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:

1. Select Users > Roles. The Manage Roles page appears.
2. Select Actions > Add Role. A pop-up appears.
   

3. 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.

4. Click Save.
    
5. Repeat steps 2-4 for any other roles you want.

To edit an existing role:

1. Select Users > Roles. The Manage Roles page appears.
2. On the role you want to edit, click .
3. Make any desired edits.
4. Click Save.

To delete a role:

1. Select Users > Roles.
2. On the role you want, click . A confirmation appears.
3. Click OK.