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Creating Custom Roles

This feature only applies to Super Admin and Department Admin users. (Formulators may use these custom roles in their projects.)

Super Admin can access the custom roles by clicking on Departments in the admin menu and selecting a specific department. Department Admin can access the custom roles by clicking on Manage Roles in the admin menu. The Department Admin only has access to his or her own department's roles.

  • Manage RolesTo create a Custom Role simply provide a unique name for it, and click the Add button next to the Add Role textbox. (Note that the following picture is from the screen displayed to the Department Admin. When logged in as Super Admin, the user is presented with department information as well.)
  • The roles can be reordered by clicking on the arrow buttons or deleted by clicking on the delete icon.

Once added to the database, the custom roles can be used by Super Admin, Department Admin and Formulators to create a workflow for their form projects. See Creating a Workflow to learn more.

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