Creating a Role

Updated by Cheryl Wallace

It's helpful to view the Roles report in the planning stage prior to adding the role.
  1. Click Utilities in the left side menu, then click Roles.
  2. Click in the tool bar.
  3. Enter a unique Role description and select a Visibility.
  4. Click to enable Edit Labels if users with this role can change captions appearing on screens and reports. By default this is not enabled.
  5. Modify Menus permissions as required for the role for each menu section. Edit, Add, and Delete permissions are granted to every menu option (screen or page) when a role is created. Remove any permissions not required for this role.
    1. To assign the same permissions for all menu options in this section, set the options on the top row.
      Setting either Transaction Rate Sheets or Transfer Rate Sheets to No Access will prevent the display of these tabs on the Part Numbers page.
    2. To change the permissions for a single menu option, set the options for that row.
    3. Set any Favorites for this role to appear on the Home menu.
      Any menu option set as a Favorite will appear for all users sharing this role. While a user can add other favorites, a favorite defined on a role can only be removed by editing the role.
  6. Modify Reports permissions as required for the role for each menu section. Visible permission is granted to every report when a role is created. Remove any permissions not required for this role.
    All standard and custom reports will be listed.
    To enforce the use of a custom report over a standard report, set the custom version to Visible and remove this option from the standard report.
  7. Modify Dashboards permissions as required for the role for each menu section. Visible permission is granted to every dashboard when a role is created. Remove any permissions not required for this role.
  8. Click in the tool bar to save the role record.

See also:

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