Create New Role

Security Roles control which elements of the Web or Mobile application can be accessed.

  1. Log into the WebUI through your DynamicRelay instance.
  2. Click on the Roles link on the top menu.
  3. Click on the Add Role button.
  4. Type in the name for the new Role in the box provided.
  5. Click on the Save button.

Helpful Information

Edit Role Name

  1. Log into the WebUI through your DynamicRelay instance.
  2. Click on the Groups link on the top menu.
  3. Locate the Role Name you wish to change in the list provided.
  4. Click on the Edit icon button on the right-hand side of the row.
  5. Type in a new Name for the Role.
  6. Click on the Save button.

Helpful Information

Assign Task to Role

  1. Log into the WebUI through your DynamicRelay instance.
  2. Click on the Roles link on the top menu.
  3. Click on the Options button on the same row as the Role you wish to make changes to.
  4. The available Tasks section contains a list of Tasks which are available for assignment to this Form.
  5. Select the Task name by clicking on it in the left-hand Available Tasks box.
  6. Click on the > button to add the selected Task for this Role.
  7. Click on the < button to remove the selected Task from this Role.
  8. Click on the Save button.

Helpful Information

Task List