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Home > EMResource > Guide - Roles > Create a Role


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Authorized administrators can create new roles by defining the set of rights for this type of user.

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Setting up a role also includes selecting the status types to which the role's users have access (view or view and update). After you save the new role, you can assign users to it.

Note:

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

New
  1. Role. The Create Role page opens.

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

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

  4. In

Select
  1. the View Status

Types this Role may view or update section
  1. Type and Update Status Types sections, select the appropriate

check boxes for the
  1. status types this role can view and/or update:

    • View Right - Role can view this status type

    • Update Right - Role can update this status type

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

  2. Click Save.