Role refers to a user type. Each user in the system is assigned a different role, which will have its unique set of abilities and restrictions as to what they can do in the system. In the system, you may have multiple roles. An administrator sets roles.
- Click the ADD button (bottom right corner, second button from the left).
- Enter the name of the desired role.
- Use drop down bars to define, or the buttons on the right for more defining options.
- When completed, click the CREATE button (bottom left corner, first button from the left.) The window will not close, but the CREATE button will change to SAVE. The window will now reflect three buttons on the right side to further define the role.
- A user is defaulted to having no permissions.
- Be sure to add precisely the permissions you want this group to have, and no more.
- Click the SAVE button after leaving each of the three buttons on the right.
- On the right side of the screen a button labeled “Menus” will have more in-depth options; it is highly suggested that you check the box for “Open” (under main menu, fourth column from the left) on “Log Out”(under main menu, first row).
- If you do not wish to further define at this time, click the SAVE button once more to auto-close the window.
- Close remaining windows.