User Roles

Use this function to create roles to which you can assign users.

Role Access permissions must be set before adding a user role.

1.

In the main window, click the gear icon and select Users > User Roles.

2.

Click New Role.

3.

Enter a Name and Description.

4.

Click the drop-down list and select the Group to which the role is associated.

5.

Click the drop-down list and select a Module. Multiple modules can be selected.

6.

When all selections/entries are made, click Add.

Edit User Role

To edit an existing user role:

1.

Click on a role in the list.

2.

Make the necessary changes to any of the displayed information: Users, Tasks, Comments, or Attachments.

The History information cannot be edited as this data is automatically generated by the system when activities take place.

3.

When all selections/entries are made, click Save.

Delete User Role

Deleting is a permanent action and cannot be undone. Deleting may affect other functionality in the application such as data in configured reports, fields in windows, etc. Therefore, be sure to understand the potential effects before making a deletion.

To delete an existing user role:

1.

Click on a role in the list.

2.

Click Delete.

 

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