Manage Roles & Permissions

Both Roles and Permissions are a Global Setting and should only be accessed by Users with high authority.

  • Roles and Permissions control access to and ability to use the Software relevant to their job role.

Roles and Permissions are separate pages and can be accessed by:

  1. Click ‘Set Up’ in the Control Bar

  2. Under ‘People Set Up’ in the Page Tree, click either ‘Roles’ or ‘Permissions