Gen 3

Access

Gen 3

Access

Edit a role

In Access, administrators can edit a role to change what the assigned groups and users can access.

To edit a role:

  1. In the BriteCore menu, select Access.
  2. On the Roles screen, in the Roles list, navigate to and select the role you want to edit.
  3. On the Access Role Setup screen, select Next: Associate Policies.

    Note: Once a role is added, you can’t edit the items on the Access Role Setup screen. If you need to change this information, you will need to delete the role and add it again.

  1. On the Assign Access Policies screen, complete the following steps:
    1. In the Policy list, select the additional policies you want to add to the role’s access.

      Tip: Use the Search bar to quickly locate the policies you want to select.

    2. If you select any policies, at the bottom of the Policy list, select Add Selected Policies to Assignments. The selected policies will appear under Selected Access Policies.
    3. In the Selected Access Policies list, select any policies you want to remove from the role’s access.
    4. Once you finish editing the role’s policies access, select Next: Associate Users.
  2. On the Assign Groups and Users screen, complete the following steps:
    1. In the Groups list, select any additional groups you want to assign to the role.

      Tip: Use the Search bar to quickly locate the groups and users you want to select.

    2. If you select any additional groups, at the bottom of the Groups list, select Add Selected Groups to List. The selected groups will appear under Selected Groups and Users.
    3. In the Users list, select any additional users you want to assign to the role.
    4. If you select any additional users, at the bottom of the Users list, select Add Selected Users to List. The selected users will appear under Selected Groups and Users.
    5. In the Selected Access Policies list, navigate to any groups or users you want to remove from the role, and then select delete.
    6. Once you finish editing the role’s groups and users, select Next: Review.
  3. On the Review Role screen, review the role’s details, and if everything is correct, select Update Role.

    Note: If you need to make any changes, select Back to get the applicable screen, make the necessary changes, and then resume the process.

You have successfully edited a role.