Create a Role

Authorized administrators can create new roles to define what users with that role can access. When you create a role, you select user rights and the status types that the role's users can view or update. After you save the new role, you can assign users to it.

EMResource Create a Role

  • If you assign the Update Right, the checkbox for View Right is automatically selected. Likewise, if you clear the View Right checkbox, the Update Right checkbox is also cleared.

  • You will also want to specify a region default role; you can make an existing role the default or create a new role for that purpose.

  • If a status type is set up to be visible to users in other regions, it is automatically visible to all roles and you cannot change this setting.

To create a role

  1. In the main menu, click Setup and then click Roles. The Roles List opens.

  2. Click Create Role. The Create Role page opens.

  3. For Name, enter the role's name.

  4. Select the rights to assign to this role (Select the Rights for this Role section).

  5. In the View Status Type and Update Status Types sections, select the appropriate status types this role can view and/or update:

    • View Right - Role can view this status type

    • Update Right - Role can view and update this status type

    • Neither selected - Role cannot view or update this status type

  6. Click Save.