Create Role
Roles are added through the role list. The Role list shows all Roles configured in PhixFlow. To add a new Role please do the following:
Open the Role List
Open the Role list by clicking on the Role button ‘ ’ on the left hand side of the main PhixFlow menu. ‘Pin’ the Role menu open by pressing the ‘ ’ icon.
Add a Role
To add a Role press the green ‘plus’ sign which brings up the ‘Role Editor’ form. The following fields must now be completed:
Field | Description | Example Value |
Name | Name of the Role. The Role will be referred to by this name elsewhere in PhixFlow. | 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
A description of the role can be entered into the free text box under the Description tab.