Menu: Administration → Security - Admin → User roles
In this screen the user roles can be set up.
A user role is a pre-defined group of screens, processes, reports and interface where a user has acces to.
On every screen the following rights can be set: create / update / delete / read
Copy User Roles
It is also possible to copy user roles from another user.
- Go to Administration → Security - Admin → Users
- Choose the user where you want to copy the rights from
- Right click on the user and choose 'copy user roles'
A part of the security in the application is setting up roles.
This can be done by adding a new role and assigning pages and processes to that role.
There are 4 levels of rights you can grant to a page:
C = Create (the user can create new records)
R = Read (the user can read the existing records)
U = Update (the user can update the existing records)
D = Delete (the user can delete the existing records)
Next you can assign users to a role. The users assigned to a role will have access on the pages and processes that were setup for that role.