Roles

Use Roles to define the sections and features a user may have access to for the enterprise or locations. Each section contains a list of features with associated actions that can be performed. When you select a check box, you enable or permit a user to perform a section feature. To set up roles:

Add a role and identify the type, i.e., enterprise or location.
Note: After you Save an enterprise role, a symbol designates it as an enterprise role.
Select a role and select a section.
Actions available display for each feature.
Select the check box by a feature you want to enable in this section for the role.
Note: You can select All to quickly enable all features in a section. Use Clear to quickly disable selected features.
Add a role to users. To add a user, see Users.

Adding a Role:

Select Organization from the main menu.
Select the Roles tab.
Select + Add in upper right corner.
On the Add >> Role window, type the Name.
Select the Type of role: Enterprise or Location.
Select Save.

Example:

Add Role

Defining Role Features:

Select Organization from the main menu.
Select the Roles tab.
Select a Role.
Sections and Features display.
Select the check boxes of the features that you want to enable for this role.
See Enterprise Role Definitions and Location Role Definitions.

Adding a Role to a User

Select Organization from the main menu.
Select the Roles tab.
Select a Role.
Select Add adjacent to Users.
On the Add >> User window, select the User names you want to add.
Select Save.
User name is listed under Users.

Example:

Add Role to a User

Deleting a Role from a User:

Select Organization from the main menu.
Select the Roles tab.
Select the role you want to delete from a user.
Users assigned this role display.
Select X Remove.
Pop-up window prompts: Remove?
Select OK.

Deleting a Role

Select Organization from the main menu.
Select the Roles tab.
Select the role you want to delete.
Role information displays.
Select Delete on the right corner.