Defining a role

You can use roles in your application to define which portals a user can access. By associating users with different roles, you can control the actions that your team performs.

  1. As the application author, click Turn editing on.

  2. In the navigation panel, click Users > Roles.

  3. Click + Add role.

  4. In the Name column, provide a unique name for the role.

  5. In the Application view column, select the portal that is accessible to users with this role.

By default, new roles have the same access controls as a case manager. You can assign a role to a users when you invite them to your team of modify user profiles.