Welcome > Administration > Manage security roles

Manage security roles

Once you create security tokens and associate them with form controls, define access permissions to the tokens.

First define a security role and then associate tokens and users with the role.

  1. On the Administration menu, click Security Roles.

    The Security Roles page appears.

  2. Click Create.

    The Security Role - Create page appears.

  3. Select a category, and enter a name and description for the security role.
  4. Associate tokens with the security role:
    1. Click the Tokens tab.
    2. Click Add.

      The Security Tokens dialog box appears.

    3. Select the security tokens to associate with the role.
  5. Associate users with a security role:
    1. Click the Resources tab.
    2. Select users or groups.
  6. Click Save.

    The new security role is saved with tokens and associated users or groups.