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Roles (User Management)

Roles are profiles or policies for different types of Users. These Roles can be set up in an unlimited number of ways from users who have full rights to those who may only be allowed to Login to run one particular report.  Below is the main screen for Roles. From this screen you can:

• Add a new Role by clicking the Add button
• Copy an existing Role to a new Role which can then be modified by checking the box to the right of the Role to be copied then clicking the Save as Copy button
• Delete a Role by checking the box to the right of the Role to be deleted then clicking the Delete button
• Edit or Modify a Role by clicking the link to the Role in the name column 

Once you select Add, Save as Copy, or click the link to a specific Role it can be set up or modified on the screen below.

• Name- Enter the Name or Code for this Role
• Description- Enter the description for this Role
• Permissions- Check the categories that this Role will apply to. Please keep in mind that many categories have subcategories. Click the + sign to view them
• Save when done

See also
Users