Assessed via the Settings menu which is available by clicking on the icon ( 
) located in the the top-right of the application.
Note: Enabling access to the Settings allows the options within the Workspace section of the setting to be available. To enable the Global Settings section, the user must be an Administrator.
Roles
A role is used to provide succinct access to correct areas of the application. These are then allocated to the users, providing fast navigation to the areas of the application that are applicable to their needs, whilst also allowing for the ability to inhibit access to critical and/or sensitive areas.
- Select the Roles option from the Settings menu.
- Click on the Add Role button located at the bottom of the Roles page. An entry form is displayed to the right of the list ready for information entry.
- Enter a name for the role. This should be provide a good indication as to the capabilities that this role provides (e.g. Administrator).
- On the Page Access panel, click on the on/off sliders to indicate page access.
- On the Social Accounts panel, click on the on/off sliders to indicate the Social Accounts and which areas of the application they are available to this role.
- Click on the Save button to confirm.
The application stores the information and adds the role to the displayed list.
How to switch between the Page Access and Social Accounts panels
The details of a role are displayed on separate panels that group together similar options. The title of the panels is displayed below the name of the role, with the title of the currently displayed panel shown in bold and underlined.
To change the displayed panel the appropriate title should be clicked.
- Select the Roles option from the Settings menu.
- Select the role to be amended from the list of available roles. The details of the selected role will be displayed to the right of the list.
- Amend the name, social accounts and page access sliders as required.
- Click on the Save button to confirm.
The application stores the updated information, including the information displayed in the list of roles.
- Select the Roles option from the Settings menu.
- Select the role to be removed from the list of available roles. The details of the selected role will be displayed to the right of the list.
- Click Remove.
- Double check that the correct role is selected and then click to confirm the removal.
The application removes the role and the displayed is updated.
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