Roles and Permissions ed-10088

Administration Menu  

Permissions are assigned to roles and each employee is assigned to one or more roles.

  1. Add or Edit a Role: To add a role, type a role name in the Create New Group box.  If this role has administrative permission, then select the Administrator Group check box. To edit the name of an existing role, select the role from the Group Name pull down box and click Edit Group. The current name can now be edited in the Create New Group box.
  2. Click the Create button to save a new or Update button if you are editing a role name.
  3. Select the new role from the Group Name pull down menu.
  4. Select a module from the Module Name pull down menu to add it to the permissions of the group.
  5. Select the name of the module to add to the role from Module Page(s) list by clicking Select next to the module name. Click the Select All button to select all module pages currently listed. The employees in this group now have permission to use the selected modules.
  6. Deselect any check boxes this role should not have permission to perform. These permissions include the ability to create New information, to Edit information, to Cancel information, to Display information, and to Print information from specific modules.
  7. If you want to remove permission, click the Delete button for the row of the permission.
  8. Click the Save Permissions button to save all changes.
 
 
 

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