Using the Role Manager Page to Create Custom Roles
The Role Manager page, found under the Website Host menu, is used to create custom roles for access to functions at the Website Host level. In other words, these will be the roles that users can be assigned when they are added to the hosting account.
Most accounts only require two roles at this level, which are already set up on new host accounts: Administrator and No Access. Most users added to a host will be given the No Access role at the Website Host level because most users will only need study-level access.
This is ONLY for account-level rights and is not related to study roles. Normally, this will be used and will only contain two roles: Administrator or No Access.
To modify available roles at the website host level, access the Role Manager shown below:
The Role Manager page allows an Administrative user to:
Add New Roles
Edit Existing Roles
Delete Existing Roles
The page also has a link that navigates directly to the Rights Manager page where specific host-level permissions can be assigned to corresponding roles.
The following explains what each column means in the roles table:
The Role Description is a text field that is used to identify the role. Throughout the system, roles are referred to by their Role Description.
The Role Hierarchy is a numeric field that has great importance. Each role operates within a hierarchy. There are a number of reasons for this. The most important reason is so a relationship can be established between roles. When in the Role Manager, you can add, edit, and delete roles that have a hierarchy equal to or less than your role’s hierarchy.
To learn about Host-level form permissions and field blinding, read here.