Roles are created or edited within the Roles Library, accessed through the Roles task button. A Role can be created at the Data Source level or within a single Portfolio, depending on the active node in the navigation tree when the Roles task button is clicked.
When you first create a Role, enter the title and a description. All Role Permissions are set to Disabled by default. Slide the permission level from left to right for each Security Domain.
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Once you have assigned all the Security Domain Privileges, Click Save Role to add it to the Roles Library.
Roles are Dynamic
You cannot change the Standard Roles provided with ManagingEnergy, but you are able to modify any custom roles defined with your subscription. Take care when changing a role definition, as you will be changing permissions of everyone assigned that Role. ManagingEnergy will not let you delete a Role with users assigned, so you would have to remove all user role assignments first.
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As an example, Accounts is a security domain containing to the details of utility accounts (utility provider, associated utility tariffs, account-specific notes). Users belonging to any role with at least Modify permission on Accounts could view and change account details, but could not add a new account or delete an existing account. This capability does not imply that these Users could change the details of Utility Providers or Meters. Although closely related, these are both distinct security domains with their own permissions.
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