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Step 1: Login to ECM as an existing Admin user, and click on the Users button.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 2: If you already skipped past the first screen you can get back to the proper users page by clicking on the Home link on the top left. Then you will be brought back to Step 1. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 3: click on Roles under the Users

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 4: Click on Add Role

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 5: Label the Name and Description of the Role and hit Save

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 6: After saving the Role you may now edit the role to configure the permissions for the user. 

Visible: 

Main Modules

Sub Modules

Access Types:

View means any user associated with this ECM role will only be able to view this module however they cannot Edit or Save any changes. 

View/Edit means users with this role will be able to edit, view, and save changes in this module. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 7: Associate the user with this ECM Permission from the Users list

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