Question

Photo of Derek Dalton

0

New Security Role on Editing Individual or Family

I am trying to setup a new security role. When I navigate to an individual, I can not seem to have the pop-out Edit Individual or Family to show up.  I set the individual page security and the Edit Individual and Family pages to the correct new security role.

What else am I missing? Also, is there any docs on setting up a brand new security role just like the RSR - Staff Workers or RSR - Rock Administration?

Here are some screenshots of the little pop-out I need to add to my new security role.

Edit Family.pngEdit Person.png

  • Photo of David Leigh

    0

    Hi Derek,

    If you haven't done so already, be sure to check the security settings for the Bio block - you also need to assign EDIT permission for that block to the new security role.