Add Roles

Purpose

Define a Role and assign access Rights to the Role.

Before you start

Determine what roles are required, and which system functions each role is allowed to access and for which Actions.

How to… Add a Role

1. Click Shared Configuration - Roles then Edit.
The Role edit window opens.

2. Click + in the toolbar.

3. Enter the required data on the applicable tabs.
Header
Notes, if applicable.

4. Save the record.

5. Link the following items to the Role.
Rights

As a result...

Data fields

These data fields appear in the Role - Header tab.

Field	Description
Code	A unique code that identifies the Role. For example “ADMINISTRATOR” or “SUPERVISOR”.
Description	A description of the Role. For example “Administrators” or “Maintenance Supervisor”.
Active	Ticked if the Role is active and available in a lookup list.
Site	The default Site to which this Role has access to the system. Select a Site from the lookup list.
Rights Changed	Ticked if the Rights for this Role have changed but not recalculated. Blank when the Rights for this Role have been recalculated.

Linked details

What can I do?

These non-standard tools are available in the toolbar on the edit window.

Click…

To…

Recalculate Rights

Recalculate access rights for the Role and all Users to which the Role is assigned.

The Rights Changed checkbox is cleared automatically.