How do I create a role for my users?

  1. Click the menu Management
  2. Click the tab Base tables
  3. Click the drop down box Contact categories and select Roles
    We are going to copy the role, because then we don’t have to select everything again:
  4. Click the Copy icon next to an existing role. An exact copy of this role is being created with ‘Copy of -‘ in front.
  5. Select this new role
  6. Rename the description of the role
    For example, I don’t want my users to add colors, so we’ll turn that off:
  7. Click in the 1st row on the tab Animals
  8. Click in the 2nd row on the tab Index data
  9. Deselect the checkmark for Color in the Add column
    I also don’t want them to modify database settings, so we’ll disable the menu Management for this role too:
  10. Click in the 1st row on the tab Management
  11. Deselect the checkmark for Display menu Management
  12. Click Save
    Now I have configured the role and the only thing left is to assign it to an account:
  13. Click the menu Management
  14. Click the tab Accounts
  15. Click the tab List
  16. Click Add
  17. Click the […] icon next to Number to select a contact
  18. Select a contact
  19. Enter the e-mail address to which the account is to be issued
  20. Click the drop down box Role and select the newly defined role
    This user only needs access for one month, so let’s set an end date on the account. The user cannot log in after this date:
  21. Fill in the following information for the enddate: = <todays date + 1 month>
  22. Click Save
  23. Click English

An email in English with login data has now been sent to the user.

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