The creation and maintenance of communication definitions can be restricted to one or more specific user roles. Where no role is assigned, security will be unrestricted and access will be granted to all system users, by default.
The procedure to assign a user role to a communication definition is as follows:
- Navigate to Quick Menu > Communication Engine > Configuration > Communication Definitions. The Communication Definitions window is displayed.
- Expand a module and linked entity from the alphabetical list and select an associated communication definition, or type its name into the Search Communications field. By default the list is filtered to show Current communication definitions. An alternative filter can be applied using the Filter by drop-down field: Expired, Future or All combinations
1.
- Click on Assign Role. The Assign Role window is displayed.
- Using the Role Name drop-down field, select a desired role to which access will be granted.
- Choose an Effective from date for this assigned role i.e. the date on which access is granted 2.
- Choose an Effective to date if you want to automatically disable the access for the role on a specific date in the future; a blank field means that restricted access will be continuous 3.
- Click on Save and OK to store the single entry or Save & Add to assign additional roles.
Note
1 The Search Communications field will match against any element of the communication description.
2 The Effective from date defaults to the same value as that stored against the communication definition.
3 To remove the assigned role, change the Effective to date to be in the past.
See related topics...
To create a new communication definition
Communication definition management overview
To create a new role
To assign a role to a user account
