To add or edit a role in intel:

1. Click the Dashboard Configuration button on the dashboard ribbon.

   

   The Dashboard screen is displayed.

2. Select the Users tab.

   The Users tab is displayed.

   

3. Click the Add button to add a new user, alternatively select the relevant user from the left-hand panel to edit user details.

   

   The Details section is displayed.

   

4. Enter the relevant details.

The relevant fields on the Details section are described in the following table.

This field	Holds this information...
Enabled	Whether the user is enabled and able to log in to intel.
Username	The username used to log in to intel. This field is mandatory.
User Type	The user type applied to the user, with associated permissions. Choose from: Administrator (A) Designer (D) Chart Explorer (E) User (U) Chart Viewer (V)
Parent User	The parent user that the new user will appear beneath. Select from the drop-down list.
Forename	The user's forename.
Surname	The user's surname.
Email	The user's email address. This field is mandatory.
Is User Locked	Whether the user's account is locked.
Password	The user's password. This field is mandatory.
Password Expires	Whether the user is forced to change their password periodically.
Allow External Login	Whether alternative authentication methods are enabled.
Theme	The theme applied to the user's account.

5. Select the Privileges tab.

   The Privileges tab is displayed.

   

6. Select the relevant check boxes to grant privileges to the user.
7. Click Save.

To add or edit a role in intel:

1. Click the Dashboard Configuration button on the dashboard ribbon.

   

   The Dashboard screen is displayed.

2. Select the Roles tab.

   The Roles tab is displayed.

   

3. Click the Add button to add a new role, alternatively select the relevant role from the left-hand panel to edit role details.

   

   The Privileges section is displayed.

   

4. Enter a unique name for the role in the Role Title field and assign the relevant privileges to the role.

5. Click Save.