Create New User Role

This feature is available if there is a need to create a new custom role with permissions different from the system-defined roles identified in the table above.  Creating a role involves the setting of permission that defines a user’s system access.  A set of permission is a combination of scope and action. In which, scope refers to a part of the system a user can access, while action limits what can be done within a defined scope. 

To create a new custom role:

1. From the Top Navigation, go to User Menu > Control Panel > Roles.
   

            

 

      2. Click on  Create New Role.

            

      

      3. Enter desired Role Name.

            

      4. Select Company Scopes. Choose among the following options :

            a .  Tick on All Companies to access all companies under the account.

                  

            b.  Click on the dropdown arrow to reveal options

                  

            c.  Enter the company name’s first few characters to trigger auto-suggestion.

                  

      5.  Select Other Scopes. Choose among the following options:

            a. Tick on the scopes to be included. This will include all selected scope under each company.

            b. Left-click on the  Other Scopes to trigger auto-suggestions. Clicking on the area displays all scope items under each company. Select the item/s to include.

            c. Enter the first few characters of the items to be included to trigger auto-suggestion. Click on the item/s to include.

            

            

      6. Once done setting up the permissions under each portion, click on Save.

           Note: Repeat the same procedure with other portions.

      7.  Click on Create to finalize user role permissions.

            

Successfully added User Role will be displayed on the User Role list. User Roles that appear on the list are ready to be assigned upon adding a new user or updating an existing user role.

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