Roles

A Role is a collection of permissions that is assigned to a user. When a user is assigned a role, the user also is assigned the permissions attached to the role. Permissions allow access to specific functions and actions in a product.
  • Wolters Kluwer provides default roles and permissions for each product.
  • You can edit roles by selecting/deselecting permissions for a role. Permissions cannot be added or edited.
  • You can add and delete custom roles. You can add as many permissions for a custom role as needed, and you can select permissions from multiple products.
For more information, refer to the product-specific roles and permissions in the left-hand navigation pane.

Adding/Deleting a Custom Role

After selecting +Role on the Roles page, enter role information and select permissions. To delete a role, select the circled X next to a role.

Editing a Role

To edit a role, select the role and make your changes.