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Using Roles to control user permissions

It's possible that you won't want all of your Horizon users to have access to all available features. Horizon lets you create one or more "Roles" that enable or disable specific software features.

You can then assign each user to the role that fits them best. When they next login, they will only see the screens and features that you want them to see.

Creating a new role

  1. Click Settings_button.png in the top-right of the screen then select 'Roles (permissions)' from the left-hand menu.

  2. Click Role_addnew.png

  3. Give the role a name. If you want to share the roles with child divisions, tick the 'Is shared' tick box.

  4. Click Role_addfeature.png

  5. You'll see a list of the main areas within Horizon, such as 'Home', 'Contacts' and 'Content'.
    Tick the area/s that you'd like to include in this role's permissions, the click Add_selected.png and close the window.

  6. Click Action_edit.png to the right of each permission to edit it in more detail.

  7. Click Save_button_manage_account.png

Setting the role permissions for a new user

  1. Click Settings_button.png at the top-right of the screen, then select Users' from the left hand menu.

  2. Click Action_edit.png by the user.

  3. You'll see the 'Available divisions' section. In this section, you'll see any divisions the user has access to, alongside their role.



  4. Click Action_edit.png to the right of the existing role that you wish to change. You can only change the role of the division you are currently in.

  5. A pop-up window will appear, listing the available Roles.

  6. Click Select_button.png to the right of the desired role.

  7. Click Save_button_manage_account.png