How to assign Permissions to Roles
Permissions to Create, Read, Update and Delete records are applied to Roles. The access permissions that a user has are defined by the Role they are assigned to.
From the Administration menu, select Roles.
The User Role Search page will be displayed, listing all current Roles.
Enter a name into the Role Name search field and click the Search button on the page footer to search for an existing role.
Click on the row containing the Role you wish to assign permissions to.
The Role Page will be displayed with the Role Details tab in focus.
Select the Permissions tab.
The following permissions can be set individually by selecting the corresponding check boxes in the permissions grid, or they can be set in bulk by selecting the corresponding check box on the permissions grid header:
Create – This will enable the New button on a page, enabling users to create records.
Read – This allows the user to view records only.
Update – This enables the Save button to allow users to save updated records.
Print – This enables the Print button to allow users to print records.
Delete – This enables the Delete button to allow users to delete records.
Update Own – This enables users to update and save only those records they have created and have hierarchy over the main Update permission.
All – This permission, if selected, will enable or disable all permissions.
Click Save.
Copy Permissions to a different Role
Permissions assigned to the selected Role can be copied to a different Role in bulk if required
Click the Copy Permissions button to open the Role Lookup Selection.
Search for and select the required Role.
The selected Role details page will be displayed, and details can be amended as required.
Click Save.