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Managing User Roles

Instructions on creating and editing role and permissions.

Updated over a week ago

Users with the proper permissions are able to create and manage Roles from the Users & Roles area, which can be found within the Admin section.

Creating a Role

To create a new role from the Users & Roles page,

  1. Select the Roles section

  2. Click the New Role button

  3. Enter the role details and the needed permissions.

  4. Click the New Role button.

The new role will be created and can now be assigned to Scaffold user accounts.

Note:

  • Once a role is created you will not be able to delete the role from Scaffold.

  • If a role needs to be deleted, please reach out to K16 Solutions Support.

Updating a Role

To update a current role,

  1. Select a role from the Role list

  2. Once you have been redirected to the Role Details page, make the necessary edits.

  3. Select the Save button that will appear once changes have been detected.

Note:

  • The role name cannot be edited, only the friendly name can.

  • Once a role is created, it cannot be deleted. To get a role deleted, you will need to submit a ticket to K16 Support.

Copying a Role

To copy a role to create a new role,

  1. From the list of Roles, identify the role you would like to copy

  2. Select the Copy Role icon, located on the right side of the role name

  3. The Copy Role dialog will open

    1. enter a value of the role name (no white spaces)

    2. enter the Friendly Role Name (that will display to end users)

  4. Click Submit

The new role will be created, you will then be able to make updates as needed to the role.

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