User Roles

A user role defines permissions for users to perform a group of activities.

To create a new User Role

To create a Lite/Basic user role:

1. Open the tenant administration page 
1. Log-in as Administrator
2. Select Administration from the dropdown in the Header
   (the Administration page opens with menu on the left)
2. In the Left Navigation Area, select Security. The Security expands to display list.
3. Select User Roles. The existing User Roles display.
4. Click on + NEW, choose on of:  Full Role, Lite Role, or Basic Role from menu pending on the need. On the form:
   1. Type the name for the user role in the Name field.
   2. Type the description for the user role in the Description field.
   3. In Applications field select Pencil icon. The Select dialogue appears. In Select Application dialogue, select the application you want and click OK button to confirm the selection.
   4. For Record Access tab, create access for the role. Please refer to Record Access for more information.
   5. For Navigation Access tab, pick the desired navigation items.
5. Click Save to save changes on form.

Alternatively, new user role can be created from Security roles tab of the User Accounts form.

Assigning an existing user account to a user role

To assign an existing user account to a user role:

1. On User Role form, select the Users tab.
2. Select the Link to Existing icon. The Select User Account dialogue appears.
3. Quicksearch for the user account you want.
4. Select OK to confirm.
   
   

If the user account is not yet created, please refer to the User Accounts page to create it beforehand.

Alternatively, it can be created by selecting +NEW on Users tab (see step 1)