Create and Modify User Roles

The role assigned to a user account defines the tasks a user can perform and the options a user can see within Workflow. Each role defines a set of a policies that determine the user's ability to perform specific Administrative tasks, controlling login access and viewing their own print data.

There are three predefined roles, each with a predefined set of policies, but you can modify the default roles as needed and add other roles if necessary. The predefined roles are Printanista Workflow Accountant, Printanista Workflow Administrator, and Printanista Workflow Regular User.

By default, all new users are assigned the Printanista Workflow Regular User role; however, you can easily set any role as the default that is assigned to a new user.

The following tasks may be required when working with User Roles:

• Create a New User Role
• Set the Default Role for New Users
• View members of a User Role
• Assign Members to User Roles

View members of a User Role

To view all members that are assigned to a User Role, view the Users → Roles screen and click Members beside any role to open the 'Edit User Role' screen.