Defining Roles

Roles identify a set of screens and reports that a user can access. Roles also identify which actions a user is allowed to use.

Users can have as many roles as necessary to do their work. We normally set up one role we call SUPERUSE, which has access to every part of the system. Only the system administrator, office manager, or corporate controller would have that assignment. More typically, people have roles that correspond to their job description. For example, a payroll clerk would have access to timesheets and cheques. A senior payroll administrator would have the same access, but additionally they would be able to adjust the wage schedule.

To set up a role, navigate to [i] Administration, then [c] Role Entry.

The first tab lists the active roles. Select one, or click on Details and use the Add action to add a new role.

[i] Administration | [c] Role Entry

On the second tab, you simply name the role.

[i] Administration | [c] Role Entry

On the third tab you’ll select the programs you want to role to have access to.

Use the Change action to display this list of programs to select from.

If you wanted to create a Human Resources role, you would select the H/R programs from the right hand list.

When you’ve selected your programs, you can click on the double arrows to be able to see more of the options on the selected list.

As you can see, you can select which actions and which tabs the role has. Person Entry has five actions, ACDRZ, and 7 tabs. On the person screen, that looks like this.

If you don’t want this role to use the Unaudited Change action, you can remove it from the profile.

Perhaps the Diary is confidential. You can remove the diary tab from view by removing 6 from the tab profile.