Documentation
Password Express
Getting Started with Password ExpressSigning up for Password Express
Installing Windows Connect
Performing a Password Reset
Configuring Authentication Policies for Password Reset
Enrolling a User
Installing the Windows Credentials Provider
Secure File Exchange
Installing on WindowsInstalling on Linux
Installing an SSL Certificate
Uninstalling (All Platforms)
Virtual File System
Browsing Files
Sharing Files
Upload Forms
Incoming Files
Sharing Shortcodes
File Systems
Mounting External FilesLocal Files
Plan Storage
SFTP Folders
Windows Shares
S3 Buckets
Goggle Cloud Storage
Azure Containers
Server Management
User AccountsRoles
Authorized Keys
Event Logs
Email Messages
HTML templates
Session Management
Authentication Modules
Authentication Policies
SMTP Configuration
User Interface
BrandingUser Interface Themes
Creating Roles
Roles can be used to create groups of users to make it easier to assign resources to multiple users. Navigate to Security->Roles.

Select the Create option.

Set a name for the role, the first tab displayed will then allow you to assign users, the entry here allows for auto filtering of the users based on the content entered and you can then select the users to be added to the role.

Once added the user is displayed in the list.

The Permission tab allows assignment of the various permissions that you wish the users in this role to have.

Once selected the permission is added to the table

The Options tab provides two extra options that can save some time configuring if they are needed. All Permissions add all of the permissions, and All Users add all user accounts.
Select the Save option.

The new permission is added to the table.