Add Roles to an Activity

Article Content

Overview
User Account Requirements
Related Information/Setup
Navigation
Add Roles to an Activity

Overview

All users, including administrators and those with All Access settings enabled, will not be able to see an application in the left navigation menu until they’ve been added to one or more activities through a role. Note that adding a role to one activity with an application will not grant access to all its activities. Roles must be added to each activity individually in order to grant access. Roles are saved to activities within an application. 

Note-ec6f12.png
Note:
If you've recently added your role to an activity, you will need to log out then log back in before the application and/or activity will be displayed in the left navigation menu.

User Account Requirements 

The user must have Administrator permissions to add roles to an activity. 


Related Information/Setup

Please refer to the Create an Application & Activity article for more information on creating applications and activities.


Navigation

  1. From the Home screen, click the Administration icon.

Administration Icon

Administration Icon

  1. From the Administrator settings menu, click the Admin Overview link.

Admin Overview Link

Admin Overview Link

  1. From the Admin Overview screen, click the Applications tile under the Application Management section.

Applications Tile

Applications Tile

  1. On the Admin: Applications screen, from the list of applications, click the application with the activity that you want to add a role to. 

Adding a Role to an Activity

  1. From the Admin: Edit Application screen, select the activity that you want to add a role to in the Activities section. 

Activities Section

Activities Section

  1. From the Admin: Edit Activity screen, click the Add Roles button in the Roles section. 

Add Roles Button

Add Roles Button

  1. From the Select roles drop-down menu, select one or more roles to add to the activity. 

Select Roles Dropdown

Select Roles Dropdown

  1. Click the Add Roles button. 

Add Roles Button

Add Roles Button

  1. (Optional): To remove a role from the activity, click the Remove icon next to the role.

    Remove Icon

    Remove Icon

    • From the Remove role? pop-up, click the Remove button.

      Remove Button

      Remove Button

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