Configuring Extensions – Roles & Permissions (Old Name->Roles and Permissions) – HT890

Configure Roles & Permissions

• Please make sure you have a single OpenLM Server installation on a central network server.
• Go to the server housing OpenLM Server.
• Windows Start button –> All Programs –> OpenLM –> OpenLM User Interface
• Click on Start –> Administration –> Email/SMS –> Fill in SMTP server details –> Send test email –> Save.
• Click on Start –> Administration –> System & Security icon –> Security tab –> Enable Require Login Credentials.
• Select the super-user username and email –> Next –> Enter verification code that was sent to your email –> Next –> Choose a strong password –> Next.
• Login to the OpenLM User Interface –> Start –> Administration –> Roles.
• In Administration-Roles window –> Click admin_role –> Click Duplicate.
• Click on the new role –> Click Add.
• In Role Details window –> Role Details tab –> Name the role and add description.
• (Assign individual users) Click Users –> Click Add –> Select users –> Click Select –> Close.
• (Assign users by group) Click Groups –> Click Add–> Select groups–> Click Select –> Close.
• Go to Resources tab –> Allow / Deny resources for the role –> Save.
• Continue with configuring other OpenLM Extensions.
• See the Reports of OpenLM.
• Also see full documentation.