Security: User Roles
To determine the role the user will be given select the User Roles tab at the top of the window.
The User Roles window will be displayed.
User Roles Screen
The Role drop down at the top left of the window allows you to filter the data displayed by the role selected.
The list on the left of the window displays all users that have been allocated to the role selected from the drop down list.
The field in the top middle of the window will display the name of the user when selected.
The table in the middle of the window displays the roles that have been set up for your installation and will indicate which roles have been allocated to user when a user is selected.
The table on the right of the window will display the options that are available for the role selected in the middle table.
Ensure that ALL is selected in the role drop down field.
Select the name of the user you wish to add roles to from the list on the left of the window by clicking on it.
The users name will appear in the name field at the top of the window
Click on the role you wish to add to the user in the Role list in the middle of the window, the table on the right of the window will then display the options that are available.
The heading of the table will change to reflect the data that each role needs to access.
Next tick the boxes against the list displayed on the right of the window to determine the access you wish to allocate to the selected user.
Repeat this for each role that you wish to allocate to the user.
Once you have selected the values required, click on the ‘Save’ button.
A user can be set up to perform several roles within the application if required.
When you select a role that is for employees or locations a branch filter and Active check box are displayed so that the user can filter the employees or locations shown.