Security Roles

Using Security Roles you can set up what actions and areas of ChiDesk a specific User has access to.

Adding and Editing Security Roles

  1. Browse to the Security Roles screen under the Settings menu.
  2. Click New on the action bar, or select an item to edit.
  3. Type in a Name for your Security Role.
  4. Scroll through the various security tasks and place a tick in the check box if you want to give access to that function in this Security Role.
  5. Click Save to save your changes.

Deleting Security Roles

  1. From the Security Roles screen open the required item that you would like to delete.
  2. Click the Delete button on the action bar.
  3. If the item is not being used you will be prompted to confirm the delete by clicking the Delete button.
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