Add a New Roll

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

  • Roles’ reflect the Users job role and level of authority in the business.

  • Each User is given a Role as part of their profile (See how here).

  • Roles are automatically applied to User Groups with the same level of authority in the business.

  • The overall function of the ‘Roles’ page is to control what User groups can and can’t do when using the System.

To add a new Role:

  1. Click ‘Set Up’ in the Control Bar

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

  3. Click the      ‘Pop Up’:

  4. Add a name for the Role

  5. Check the boxes the role will perform. There are three options for roles as described below:

  1. Click ‘Save’ to save the Role. Click ‘Cancel’ to cancel.

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