How to Setup Login roles in Helm

An account login role is a set of permissions and responsibilities that a user can allocate to each user logins of the account. For example, a user has an account called Web Company, and he has a number of logins to this account such as “Mary”, “Molee”, “Mark” and others. The thing is, these user profiles or logins may be working on a particular department in the company so the user may wish to enable each login user to have specific permission. For example, the admin have the option to allow “Mary” to have access to a particular part of Helm account and disallow other logins from accessing that particular part. By allocating permissions to a Login role, a user can then allocate the said role to a login; thus, the actions they can carry out in the Helm control panel can have limitations. You will learn here how to perform several functions like adding, deleting, and managing the Account Login roles you will be set up in Helm.

Below are the steps on how to learn setting up login roles in Helm control panel:

How to Setup Account Login Roles in Helm

1. Login to the Helm control panel.

2. You can now start to learn how to install account login roles in Helm.

3. Select the Account Settings icon in the control panel interface.

4. Then, select the Account Login Roles link.

5. The account login role can be assigned to the individual logins of this account.

6. To add one login role, click the Add button.

7. Provide the role name of this role in the blank box provided.

8. After that, provide a description for the role you want to add in the blank box provided.

9. You can see the list of available permissions under the description box.

10. Select the permissions you wish this login role to have.

11. After clicking the permission that you chose, click the right arrow button.

12. Choose as much permission as you want and need.

13. Examples of these permissions are Create Login, Delete Login, Update Login, Create Account, and Delete Account and so on.

14. All permissions that you have chosen can be seen under Selected Permissions located on the right side of Available Permissions list.

15. After selecting all permissions that you want, click the Save button.

16. The new account login role has been successfully created.

17. You can now assign this role to particular logins that you want to have these privileges.

18. Click the Home button located at the upper left corner of the page to return to the Home page.

19. This is the end of the demo. You now know how to set up login roles in Helm control panel. Just follow the same steps if you wish to set up account login roles again.

20. Don’t forget to log out to the control panel when finished for security purposes especially when you used public computer.

21. Thank you for watching this tutorial. Don’t hesitate to ask if you have any questions.

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