Create a New Role for an Application Type

Create a New Role for an Application Type

How you set up your roles will depend on the different Application Types you offer and on the different groups that review an administer your applications. You can have as many roles as you like, and multiple users can be assigned to each role.

Reviewer Role: Has access to review applications that have been assigned to them through workflows in the specific application type.

Administrator Role: Has full access to all applications in the assigned application type.

Steps

1. Go to Tools > Roles.

2. Before you add a new role, we recommend making sure that role doesn't already exist. you can either scroll through the list, or use the Search Roles box to search for the role.

3. Once you've verified the role does not exist, click Add Role.

4. Choose the Role Type, either an Administrator or Reviewer.

5. Enter a unique Role Name.
   Note: Role Names can include letters, numbers, apostrophes, slashes, and dashes. They cannot include commas, quotation marks, or other special characters.

6. Under Access it lists all of the Application Types available and shows whether this role's access is On or Off. By default, for a new role, all application types are Off. To turn access to an application on, click the On/Off button. The button display will change from Off to On.
   

   

7. Under Tool Access, at the bottom of the page, it lists all tools the Role has access to. To turn access to an tool on, click the On/Off button. The button display will change from Off to On.
   

   

8. When you've updated all settings, click Create.