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Setting up role securities

  1. Navigate to System Settings | Roles.
  2. You can create a new role or edit an existing role from this screen.
  3. By checking the boxes in the ACCESS LIST, you will enable the section of the software for that role.
  4. The next step is going through the PERMISSIONS LIST.
    • By checking the boxes in the PERMISSIONS LIST, you will enable that role to be able to perform the action defined.
  5. You then are able to assign users to the roles via the System Settings | User Security Section | Logins.
    • Follow the steps: Find the login | Edit | Assign the role for that login via the role drop down.
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