Managing security roles

Adding and removing security roles is very simple.

Adding a security role

Click Settings and select Admin.

Click Roles for User Hierarchy or Roles for User Groups under Security in the menu. What you choose depends on whether the security role should be set up by user hierarchy or by user group.

All users have a system default security role for user hierarchies. This role lets users access the meetings they have created or been invited to and see projects they are a member of. It is only necessary to create new security roles by user hierarchy if one or more users in the user hierarchy needs additional permissions. The default role cannot be deleted.

As administrator, you have a default administrator role called Admin which you can edit as needed. The only limitations are that you cannot rename the Admin role, remove yourself from the role or change the three permissions Manage Users, Change User Groups and Change Security Roles.

Click Add . The following dialog appears.

Enter a name for the new security role and do one of the following:

Select Create a new empty security role to create a new role from scratch.

Select Create a new security role using an existing security role to base your new security role on an existing role, click Create, and select the security role that the new one should be based on.

Click Create. The new role is shown on the list of security roles.

For each permission shown (Organize Meetings, View Other Meetings, etc.), select an access level using the radio buttons. You have the following options:

For security roles by user hierarchy (shown on illustration above):

X (None): The security role does not give the user rights to do this.

DR (Direct Reports): The security role gives the user rights to do this for him/herself as well as all users that he/she manages directly.

AR (All Reports): The security role gives the user right to do this for him/herself as well as all users below him/her in the user hierarchy.

G (Global): The security role gives the user rights to do this globally.

For security roles by user group:

X (None): The security role does not give the user rights to do this.

UG (User Group): The security role gives the user right to do this for him/herself as well as all users in his/her own user group.

GB (User Group and Below): The security role gives the user right to do this for him/herself as well as all users in his/her own user group and those below it.

G (Global): The security role gives the user rights to do this globally.

Click Save.

The new security role can now be assigned to users on the User Management page. For more information, see "Assigning security roles".

The Users tab shows the users to which the security role has been assigned. Until one or more users have been assigned, it is empty.

Editing a security role

Select the role to be edited in the list of security roles.

Edit the role name and permissions as described above.

Click Save.

Deleting a security role

Select the role to be deleted in the list of security roles.

Click Delete .

If the security role has been assigned to one or more users, you cannot delete it, and an error message is shown. If the security role really is to be deleted, edit all users displayed on the Users tab to remove the security role from their profiles, and then delete it.

The default security role for user hierarchies cannot be deleted.