Role

Use this option to create different roles that are required for the organization.

Click Add to add a new entry. Enter the following details:

Role Code – The Role code.

Description – The description of the role.

Active Indicator – This indicates if the role is currently active in the organization. If the active indicator is not checked then users cannot be assigned this role

Functionality and Access Rights – The various functionalities i.e. screens of the application are listed. You may define the access rights for all the screens. By default the access rights for each screen is None. A user has access to the screens of the application based on these access rights.

Access Rights Description

None No access is available to the screen

Read Only You can only view the screen

Modify You can only modify the contents

Full You can add, modify or delete the contents

Click Modify to modify details. If the Active Indicator is checked then you can un-check it only if no users exist for the role. Click Save to save a new record or modification. Click Cancel to cancel a modification or addition. Click Delete to delete a record. You can delete a Role only if no users exist for that role.