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Creating and Deleting Roles

Creating and Deleting Roles

Sept. 05, 2023

You can manage your Congree roles in the Roles menu of the User Manager.

Requirements:

  • You are in the Roles menu of the User Manager of the Congree Control Center.

How to create roles:

  1. You can do this in two ways:

    1. Click Add.

    2. Click Click here to add a new row.

    3. A row for a new role will be created:

  2. Enter the name of the role under Name.

  3. Optional: Enter a description of the role under Description.

  4. Open the drop-down list in the Roles column:

  5. Select the required access authorizations and confirm with OK.

  6. Click the Save button to save the roles.

  7. You can assign the roles to any Congree users and groups.

Note:

By default, the User Operator, Proposal Operator, Author, Content Operator, IT Operator and Reporting Operator roles are predefined. These roles cannot be deleted.

Note:

The user rights that are assigned to the roles can be defined in the Rights menu.

How to delete roles:

  1. Select the roles to be deleted. Please note that only deletable roles can be selected.

  2. Click the Delete button:

    1. The following dialog field will be displayed:

  3. Click Yes.

  4. The selected roles have been deleted.