Add role to another role

Manager An administrative role responsible for managing workflows, feedback, and document assignments. users in the rolecreators role can add roles to another role.

Add role to another role

1. Open Panviva Manager.

   The Document Management window displays.

2. Click Roles.

   The Role Management window displays.

3. Open either the System roles or the Custom roles list and then select the role.

   Tip: It is best practice to create a custom role for users within your system. The roles can be named by department and by the system permissions they are granted.

   Example: You want to provide the CS (Customer Service) users and authors with the viewer_users role to allow access to the system. The authors role allows the CS authors to create content in Manager.

   • CS users would be assigned the viewer_users role
   • CS authors would be assigned the viewer_users role and the authors role.

4. Select a role from the Custom roles list. The Details and Actions window displays in the right side of the Role Management window.

5. Select Details & Actions > Role membership. The Role membership window displays.

6. Click Add role to role(s). The Role Selector dialog box displays.

7. Select a Role. The selected roles display in the Your selections pane.

8. Choose the next step:

   • To remove a role, click .
   • To add the selected role: Click Add role(s) and then click Save.
   • To cancel your changes, Cancel.

Manager nests the role within the role.

Example: You have a group of users who create content and run reports. Thus, they must be in these roles:

• authors
• report_analysts

To do this:

1. Create a custom role, using a name that easily identifies this role, e.g. Author-Reporter.

2. Add the users to the custom role.

3. Select the custom role and add the authors and report_analysts system roles to the custom role.