Roles

The ROLES option in Manage Users enables you to:

Roles are classified as:

By default,

Note:

Administrator role cannot be replicated.

The Standard roles, displayed in the following list, is denoted with the icon and cannot be edited.

You can create a maximum of 45 custom roles.

Viewing or Searching for a Role

The ROLES tab lists the following:

Creating a Role

The CREATE ROLE option enables you to add a new role. Every role contains a list of features associated with it.

Based on the login credentials, you can configure different access levels to the feature.

Notes:

  • You must ensure that each role must contain a minimum of one feature.

  • You cannot edit or delete a standard role.

  • You cannot duplicate the Role Name or the Features.

To add a new role:

  1. In the Roles tab, click CREATE ROLE. The CREATE ROLE dialog box appears.

  2. Type the Role Name. The name must begin with an alphabet and should not exceed 50 characters. It can contain alphanumeric characters.

  3. Type a Description for the role .Maximum character limit is 150.

  4. Under FEATURES, select to associate the feature to the role.

  1. Click SAVE. A confirmation message appears.

Notes:

  • The BACK option in the CREATE USER dialog box, enables you to:

    • Save the unsaved changes

OR

    • Click CANCEL to exit the message

OR

    • Click CONTINUE to proceed without saving the changes

Editing a Role

The EDIT option enables you to edit the :

To edit a role:

  1. In the ROLES tab, click EDIT. The EDIT dialog box appears.

  2. Modify the Role Name and the Description for the role name.

  3. Under FEATURES, click to modify the assigned features.

  4. Click SAVE.

Notes:

  • Click BACK to view the ROLE dialog box.

OR

  • Click UNDO CHANGES to exit without saving the changes.