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<< Click to Display Table of Contents >> Add, Update or Delete Roles |
  
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<< Click to Display Table of Contents >> Add, Update or Delete Roles |
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This section discusses the procedure on how to create a new user role in AccountMate Enterprise. It also includes in the discussion the steps to perform when you want to update or edit the settings in an existing role, and how to delete a user role record.
Perform the following to add a new role:
1.Access the Role function under the Access Rights group in the System Administration menu from the System Administrator module..
2.In the Roles function screen that appears, click the New button to create a new role. The Roles Setup screen is displayed.
3.Enter in the Name field the name that you want to call the new user role.
4.In the Description field, enter a brief description of the user role.
5.Go to the Access Rights page to grant the appropriate access rights to this user role.
6.Go the the Extended Rights page to grant the appropriate extended access rights to this user role.
7.In the Dashboards page, you can add or delete dashboards that you want to grant permissions to the role.
8.In the Users page, you can view, add or delete the user names that are assigned to this role.
9.To grant this role access rights to specific company databases, go to Companies page.
10.Once you are done, click the Save button to save your settings; otherwise, click Cancel.
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