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Create a Role

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Authorized administrators can create new roles by defining the set of rights for this type of user.

rolecreaterights.png

Setting up a role also includes selecting the status types to which the role's users have access (view or view and update).

After you save the new role, you can assign users to it.

Also note the following:

  • If you assign the Update Right, the check box for View Right is automatically selected. Likewise, if you clear the View Right check box, the Update Right check box is also cleared.

  • You will also want to specify a region default role; you can make an existing role the default or create a new role for that purpose.

  • If a status type is set up to be visible to users in other regions, it is automatically visible to all roles and you cannot change this setting.

To create a role
  1. From any page, open the Setup menu  in the main navigation bar and click Roles. The Roles List opens.

  2. Click Create New Role. The Create Role page opens.

  3. In Name, enter the role's name.

  4. Select the rights to assign to this role (Select the Rights for this Role section).

  5. In Select the Status Types this Role may view or update section, select the appropriate check boxes for the status types this role can view and/or update:

  • View Right - Role can view this status type

  • Update Right - Role can update this status type

  • Neither selected - Role cannot view or update this status type

  1. Click Save.

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