Only Administrator user can manage roles.

To create a new Role, click on the Roles button and then choose the New Role button. This will open a New Role popup window. The window lets you to fill in several tab forms:

1. General tab: here you determine the name and the description of the Role
2. Items: the Items table allows to you choose which desktop items the role has or does not have access to. You can choose multiple items by selecting one of the All buttons and unselect multiple items by unselecting the superior tick (for example, try choosing Incident --> All and the unselecting the topmost tick).
3. Incident Templates: this tab lets you connect the added Incident Templates to a Role. The Add and Remove buttons let you do this. When you click on the Add Incident Templates button, another popup will appear. It will offer you the available templates in a list. You can also search for templates by typing in the template name in the Find line and clicking the Go button. If you want to choose among the offered templates you have to select one or more of them by ticking them and the press the forward button directed towards the right. This will add the selected templates in the Selected templates list. When you are satisfied with the list click OK. If you want to remove a template simply tick it in the list and click the Remove button.
4. Work Order Templates: this tab lets you connect the added Work Order Templates to a Role. The Add and Remove buttons let you do this. When you click on the Add Existing Work Templates button, another popup will appear. It will offer you the available templates in a list. You can also search for templates by typing in the template name in the Find line and clicking the Go button. If you want to choose among the offered templates you have to select one or more of them by ticking them and the press the forward button directed towards the right. This will add the selected templates in the Selected templates list. When you are satisfied with the list click OK. If you want to remove a template simply tick it in the list and click the Remove button.
5. Users: this tab lets you connect the added Users to a Role. The Add and Remove buttons let you do this. When you click on the Add Existing User button, another popup will appear. It will offer you the available Users in a list. You can also search for Users by typing in the template name in the Find line and clicking the Go button. The offered Users can be filtered by using the Group filter. To filter Users chose one of the groups from the pane. If you want to choose among the offered Users you have to select one or more of them by ticking them and the press the forward button directed towards the right. This will add the selected Users in the Selected Users list. When you are satisfied with the list click OK. If you want to remove a User simply tick it in the list and click the Remove button.
6. Once you are satisfied withe the new Role, click the Save or Save & Close Button.

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