To create a new role

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The procedure to create a new role is as follows:

  1. Navigate to Quick Menu > Security > Access Rights > Roles. The Roles window is displayed.
  2. Click on New Role.
  3. Type in a preferred name for the new role e.g. Repairs Administrator.
  4. Using the Companies drop-down field, multi-select all companies for which this new role is relevant, or choose the All option, as required 1.
  5. Choose an Effective from date for this new role i.e. the date at which it becomes active 1.
  6. Choose an Effective to date to automatically deactivate the role on a specific date in the future; a blank field means the role will never expire.
  7. For each module, use the security slider to assign the required access rights to all related elements: None, Read Only or Update; the module drop-down field may be used in parallel with the Search Element field to filter the subset, based on any element name entered 2.
  8. To assign different access rights to specific module elements, expand the element structure using the level pointer icons () and adjust each corresponding slider to the desired position: None, Read Only or Update 3. The section headings will be automatically adjusted to reflect the inherent access right combinations: Mixed Permissions (None + Read Only) - denoting a mixture of element access rights set to either None or Read Only; Mixed Permissions (Read Only + Update) - denoting a mixture of element access rights across all three options 4.
  9. Click on Save. The new role is displayed in the alphabetical list.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as required; the All tick box will be automatically removed once an item is de-selected.

Note

1 The Effective from date defaults to the current system date and cannot be left blank.

2 By default, access rights for all elements are set to None.

3 System validation rules ensure that element level access rights are assigned in hierarchical order.

4 Where a section heading is set to Read Only, all related elements that control the creation of records will be automatically set to None.


See related topics...

To clone a role

To assign a role to a user account

To create a new user account