Defining a New Role

To define a new role:

1.      In the Roles Pane, click  next to a folder and select New from the options menu, or click the New  button on the Application Bar.

2.      In the Create New Role dialog box, enter the name of the role and click OK.

The role will be added to the Roles Pane.

3.      To assign users to this role, click .

4.      In the Available Users panel expand the folder you want. Click on a user and click the Add arrow to move it to the role’s Users panel. Repeat this for each additional user.

To remove a user from the Users panel, select it and click  or the Remove  arrow.

To remove all users, click the Remove All  arrow.

5.      To import roles from the organization’s domain, click  on the Available Users panel. Enter the Domain name. If you know the name of a group, enter it in Group. Click Go. The groups in the specified domain display. Add the relevant groups to the role.

To return to the list of Necto users, click .

6.      Use the Save  option on the Application Bar to save the definition.