1. To get to Roles, click on Admin > Roles
2. To see existing roles, enter any search criteria (or no search criteria to see all) and click Search
3. To delete an existing role, check the box in the Delete column next to the chosen role and click Delete
4. To create a new role, click New Role at the bottom of the screen
5. Enter the Role Details
- Role Name
- Description
- Client
- Status
6. Under the Role Details you will see a chart that shows all of the Entities, or different access points in the system, and the different types of access they can have:
- View - allows role to see options
- Add - allows the role to create new instances
- Update - allows the role to append and change existing instances
- Delete - allows the role to expunge records
- Reports - allows the role to access the reporting for the section
*If you check the box in the column header this will check all of the boxes in the column below it
7. For example, if you look at the entity Room Classes:
- Checking View allow the user to see the link and access Setup / Room Classes
- Checking Add will allow the user to build a new room class
- Checking update will allow the user to edit and change existing room classes
- Checking Delete will allow the user to remove existing room classes
8. The Special Functions at the bottom of the screen allows for access to specific functions that are not addressed in the entity list
9. When any changes are made, be sure to click Save at the bottom of the screen
- If you have made any mistakes or want to undo the changes you have made that have not yet been saved, click the Reset button
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