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Open the Role List
Open the Role list by clicking 
Roles in the Repository Browser.
Add a Role
To add a Role right click on the header Roles in the Repository Browser and select 
Add Role to bring up the ‘Role Editor’ form. The following fields must now be completed:
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Field
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Description
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Example Value
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Name
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Name of the Role. The Role will be referred to by this name elsewhere in PhixFlow.
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Schedule Tasks
The following fields are configured through separate tabs on the user editor:
Privileges
This shows the list of Privileges assigned to this Role. To add a Privilege to a Role, open the Privileges list and drag one or more into this tab.
Please note that if you want to add a Privilege to several Roles at the same time, this is best done by opening the Privilege form and dragging the required roles into the “Role” tab.
User Groups
This shows the list of User Groups that have this Role. To add one or more User Groups to a role, select the User Groups from the User Groups list and drop them into this tab.
Description
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Basic Settings
| Field | Description |
|---|---|
| Name | Required. The name of the role. |
Privileges
This section has a toolbar with standard buttons and
.Insert excerpt _privilege _privilege nopanel true
The grid contains a list of the privileges assigned to this role. To add more privileges to the list:
- Click
to list all the privileges in the repository browser.Insert excerpt _privilege _privilege nopanel true - Drag privileges into this list to add them to the role.
To remove privileges from the group, use the toolbar button
| Insert excerpt | ||||||
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Double-click a privilege to open its settings tab. Expand the Roles section to see the specific user roles to which this privilege is assigned.
| Tip | ||||||||
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To add a privilege to several roles at the same time:
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User Groups
This section has a toolbar with standard buttons and
.Insert excerpt _user_group _user_group nopanel true
The grid contains a list of user groups assigned to this role. To add a user group to the list:
- Click
to list all the user groups in the repository browser.Insert excerpt _user_group _user_group nopanel true - Drag user groups into this list to add them to the role.
To remove user groups from the role, use the
| Insert excerpt | ||||||
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Adding a New Role
To create a new role:
- In the repository browser scroll down to the
section.Insert excerpt _roles _roles nopanel true - Right-click
and selectInsert excerpt _roles _roles nopanel true
. PhixFlow opens a settings tab for the role.Insert excerpt _add _add nopanel true