One of the first steps an account owner will take after creating their Diversity Sync'd account will be to create system roles for their organization and allocate roles to staff. By default the account owner will possess full system access and any subsequent users added will possess none. These users are still able to log in and access basic functionality but any administrative access will require their account be given permission.
Like most administrative tasks, the ability to assign roles to users is protected by permission: Edit System roles. This means that only the account owner will have access to this feature until this permission is allocated to other members.
Create a role
To create an organizational role:
Select the Admin tab
Select the Roles tab
Click the Create Roles button
Completing steps 1-3 opens a Create New Role pop-up with four fields.
Role Title: Type a name for the role
Role Description: Type a description for the role
Define Rules: Select permissions for the role
Once you click the Define Rules field, a set of permissions with check boxes appears. Either click the Select all button to assign this role with all permissions, or select the individual permissions necessary for this role.
NOTE: You may need to use the scroll bar to view all permissions
Assigned Users: Assign the role to specific users
Once you click the Assigned Users field, a list of users with check boxes appears. Either click the Select all button to assign this role to all users, or select individual users to assign this role.
NOTE: You may need to use the scroll bar to view all users
Once you have filled out all four fields in the Create New Role pop-up, click the Save Role button.
This process may take a few minutes depending on how many users or permissions you have assigned to the role. Once this has been completed, you will receive a confirmation notification.