Configuring Extensions - Roles & Permissions - HT844
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Configuring Extensions – Roles & Permissions (Old Name->Roles and Permissions)

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Configure Roles & Permissions V4.5 and up

  • Please make sure you have a single OpenLM Server installation on a central network server
  • Open OpenLM EasyAdmin User Interface –> Start –> Administration –> Email/SMS –> Fill in your organization’s SMTP Server details. –> Send Test Email –> Save
  • Start –> Administration –> System & Security –> Security Tab –> Require Login Credentials –> Save
  • Enter username and password for the admin superuser –> Next –> Enter verification code (Sent to your inbox) –> click Next –> Choose a strong password and repeat it –> Click Confirm
  • 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.
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